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IBM Cognos Report Studio:

Author Professional Reports


Fundamentals (v10.2.2)
Student Guide Vol 1
Course Code: B5A58

This material is meant for IBM Academic Initiative use only. NOT FOR RESALE
IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.2)

IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2.2)


B5A58
ERC: 1.0

Published January 2015

All files and material for this course, B5A58 IBM Cognos Report Studio: Author Professional Reports
Fundamentals (v10.2.2) are IBM copyright property covered by the following copyright notice.
Copyright IBM Corp. 2003, 2015
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PREFACE

Contents
PREFACE ......................................................................................................... P-1
CONTENTS ......................................................................................................... P-3
COURSE OVERVIEW........................................................................................... P-6
DOCUMENT CONVENTIONS ............................................................................... P-7
WORKSHOPS ...................................................................................................... P-8
ADDITIONAL TRAINING RESOURCES ................................................................ P-9
IBM PRODUCT HELP ....................................................................................... P-10
INTRODUCTION TO THE REPORTING APPLICATION ...................... 1-1
OBJECTIVES ....................................................................................................... 1-3
WHAT IS REPORT STUDIO? ................................................................................ 1-4
EXPLORE THE ENVIRONMENT ........................................................................... 1-6
EXAMINE THE EXPLORER BAR .......................................................................... 1-7
EXPLORE REPORT TEMPLATES.......................................................................... 1-8
GENERATE THE REPORT .................................................................................... 1-9
CHANGE THE PROPERTIES OF AN OBJECT ....................................................... 1-10
DEMO 1: CREATE A SIMPLE REPORT ............................................................... 1-11
DIMENSIONALLY-MODELED AND DIMENSIONAL DATA SOURCES .................. 1-18
DEMO 2: CREATE A REPORT FROM A DIMENSIONALLY-MODELED
RELATIONAL DATA SOURCE ........................................................................... 1-19
SUMMARY........................................................................................................ 1-24
WORKSHOP 1: CREATE A REVENUE REPORT .................................................. 1-25
CREATE LIST REPORTS .............................................................................. 2-1
OBJECTIVES ....................................................................................................... 2-3
EXAMINE LIST REPORTS ................................................................................... 2-4
GROUP DATA ..................................................................................................... 2-5
FORMAT LIST COLUMNS ................................................................................... 2-6
INCLUDE LIST HEADERS AND FOOTERS ............................................................ 2-8
DEMO AND WORKSHOP START POINT INFORMATION ...................................... 2-9
DEMO 1: ENHANCE A LIST REPORT ................................................................ 2-13
UNDERSTAND FACT/MEASURE DATA............................................................. 2-23
UNDERSTAND AGGREGATE DATA .................................................................. 2-24
UNDERSTAND DIFFERENCE IN AGGREGATION ............................................... 2-25
DEMO 2: EXPLORE DATA AGGREGATION ....................................................... 2-26
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USE SHARED DIMENSIONS TO CREATE MULTI-FACT QUERIES ...................... 2-33


DEMO 3: CREATE A MULTI-FACT QUERY IN A LIST REPORT ......................... 2-34
ADD REPEATED INFORMATION TO REPORTS .................................................. 2-39
DEMO 4: CREATE A MAILING LIST REPORT .................................................... 2-40
SUMMARY........................................................................................................ 2-46
WORKSHOP 1: CREATE AND FORMAT A LIST REPORT.................................... 2-47
FOCUS REPORTS USING FILTERS............................................................ 3-1
OBJECTIVES ....................................................................................................... 3-3
CREATE FILTERS ............................................................................................... 3-4
FILTER YOUR DATA WITH ADVANCED DETAIL FILTERS .................................. 3-5
DEMO 1: APPLY FILTERS TO A REPORT ............................................................ 3-6
DETERMINE WHEN TO APPLY A FILTER WITH AGGREGATION ....................... 3-12
DEMO 2: APPLY A DETAIL FILTER ON FACT DATA TO A REPORT .................. 3-13
FILTER YOUR DATA WITH SUMMARY FILTERS .............................................. 3-22
DEMO 3: APPLY A SUMMARY FILTER TO A REPORT ....................................... 3-23
APPLY PRE-DEFINED SOURCE FILTERS ........................................................... 3-27
SUMMARY........................................................................................................ 3-28
WORKSHOP 1: CREATE A REPORT FOCUSED ON TOP PERFORMING
PRODUCT TYPES AND PRODUCT LINES ........................................................... 3-29
CREATE CROSSTAB REPORTS .................................................................. 4-1
OBJECTIVES ....................................................................................................... 4-3
CREATE A CROSSTAB REPORT .......................................................................... 4-4
ADD MEASURES TO CROSSTAB REPORTS ......................................................... 4-5
DATA SOURCES FOR CROSSTABS ...................................................................... 4-6
DEMO 1: CREATE A SIMPLE CROSSTAB REPORT .............................................. 4-7
CREATE COMPLEX CROSSTAB REPORTS......................................................... 4-11
CREATE CROSSTAB NODES AND CROSSTAB NODE MEMBERS ....................... 4-12
DEMO 2: CREATE COMPLEX CROSSTAB REPORTS.......................................... 4-13
FORMAT CROSSTAB REPORTS ......................................................................... 4-21
ADD UNRELATED ITEMS TO CROSSTAB EDGES .............................................. 4-22
DEMO 3: SORT AND FORMAT A CROSSTAB REPORT ....................................... 4-23
SUMMARY........................................................................................................ 4-28
WORKSHOP 1: PRESENT UNRELATED ITEMS IN A CROSSTAB USING A
DISCONTINUOUS CROSSTAB ........................................................................... 4-29

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PREFACE

PRESENT DATA GRAPHICALLY ............................................................... 5-1


OBJECTIVES ....................................................................................................... 5-3
CREATE A CHART REPORT ................................................................................ 5-4
DIFFERENT CHART OPTONS .............................................................................. 5-5
CREATE CHARTS CONTAINING PEER AND NESTED ITEMS ............................... 5-6
CREATE AND REUSE CUSTOM CHART PALETTES ............................................. 5-7
ADD DATA-DRIVEN BASELINES AND MARKERS TO CHARTS ........................... 5-8
DEMO 1: CREATE AND FORMAT A CHART REPORTS ........................................ 5-9
COMPARE VALUES AND HIGHLIGHT PROPORTIONS USING GAUGE
CHARTS AND PIE CHARTS ............................................................................... 5-25
DEMO 2: CREATE A GAUGE REPORT AND A PIE CHART REPORT ................... 5-26
DISPLAY ITEMS ON SEPARATE AXES .............................................................. 5-34
DEMO 3: SHOW THE SAME DATA GRAPHICALLY AND NUMERICALLY .......... 5-35
CUSTOMIZE CHARTS ....................................................................................... 5-43
WHAT IS RAVE ............................................................................................... 5-44
VISUALIZATION ............................................................................................... 5-45
DEMO 4: DISPLAY VISUALIZATION ................................................................. 5-46
SUMMARY........................................................................................................ 5-52
WORKSHOP 1: CREATE A DASHBOARD REPORT ............................................. 5-53
FOCUS REPORTS USING PROMPTS ......................................................... 6-1
OBJECTIVES ....................................................................................................... 6-3
EXAMINE PARAMETERS AND PROMPTS ............................................................ 6-4
CREATE A PARAMETER ITEM ON THE REPORT.................................................. 6-5
BUILD A PROMPT PAGE ..................................................................................... 6-6
ADD A PROMPT ITEM TO A REPORT .................................................................. 6-7
DEMO 1: CREATE A PROMPT BY ADDING A PARAMETER ................................. 6-8
IDENTIFY PROMPT TYPE .................................................................................. 6-12
DEMO 2: ADD A VALUE PROMPT TO A REPORT .............................................. 6-13
ADD PAGES TO A REPORT ............................................................................... 6-19
DEMO 3: ADD A SELECT & SEARCH PROMPT TO A REPORT ........................... 6-20
CREATE A CASCADING PROMPT ...................................................................... 6-26
DEMO 4: CREATE A CASCADING PROMPT....................................................... 6-27
SUMMARY........................................................................................................ 6-35
WORKSHOP 1: FOCUS A REPORT USING VALUE PROMPTS ............................. 6-36

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IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.2)

Course Overview

Course Overview
IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2.2) is
a three-day, instructor-led course. It is designed for professional report authors to
learn report building techniques using relational data models, and methods of
enhancing, customizing, and managing professional reports. Attendees will
participate in hands-on demos and workshops that illustrate key concepts while
learning how to use the product.

Intended Audience
This course is recommended for Professional Report Authors

Topics Covered
Topics covered in this course include:
Explore Report Studio, different report types (list, crosstab, chart, map)
Create and format reports using grouping, headers, footers, and other
formatting options
Focus reports by filtering data and using prompts
Add value to your reports using calculations and additional report building
techniques
Enhance reports with advanced formatting and exceptional data highlighting
Set up drill-through access and create drill-through reports

Course Prerequisites
Participants should have:
Knowledge of your business requirements
Experience using the Windows operating system
Experience using a Web browser
IBM Cognos BI for Consumers (10.2) WBT

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PREFACE

Document Conventions

Conventions used in this guide follow Microsoft Windows application


standards, where applicable. As well, the following conventions are
observed:
Bold Bold style is used in demo and workshop
step-by-step solutions to indicate either:
actionable items
(Point to Sort, and then click Ascending.)
text to type or keys to press
(Type Sales Report, and then press Enter.)
UI elements that are the focus of attention
(In the Format pane, click Data)
Italic Used to reference book titles.
CAPITALIZATION All file names, table names, column names, and
folder names appear in this guide exactly as they
appear in the application.
To keep capitalization consistent with this guide,
type text exactly as shown.

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Workshops
Workshop Format
Workshops are designed to allow you to work according to your own
pace. Content contained in a workshop is not fully scripted out to provide
an additional challenge. Refer back to demonstrations if you need
assistance with a particular task. The workshops are structured as
follows:
The Business Question Section
This section presents a business-type question followed by a series of
tasks. These tasks provide additional information to help guide you
through the workshop. Within each task, there may be numbered
questions relating to the task. Complete the tasks by using the skills you
learned in the module. If you need more assistance, you can refer to the
Task and Results section for more detailed instruction.
The Task and Results Section
This section provides a task based set of instructions that presents the
question as a series of numbered tasks to be accomplished. The
information in the tasks expands on the business case, providing more
details on how to accomplish a task. Screen captures are also provided
at the end of some tasks and at the end of the workshop to show the
expected results.

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PREFACE

Additional Training Resources


Bookmark Business Analytics Product Training http://www-
01.ibm.com/software/analytics/training-and-certification/ for details on:
Instructor-led training in a classroom or online
Self-paced training that fits your needs and schedule
Comprehensive curricula and training paths that help you identify
the courses that are right for you
IBM Business Analytics Certification program
Other resources that will enhance your success with IBM Business
Analytics Software

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IBM Product Help


Help type When to use Location
Task- You are working in the product and IBM Product - Help link
oriented you need specific task-oriented help.
Books for You want to use search engines to Start/Programs/IBM
Printing find information. You can then Product/Documentation
(.pdf) print out selected pages, a section,
or the whole book.
Use Step-by-Step online books
(.pdf) if you want to know how to
complete a task but prefer to read
about it in a book.
The Step-by-Step online books
contain the same information as the
online help, but the method of
presentation is different.
IBM on the You want to access any of the
Web following:

Training and Certification Web http://www-01.ibm.com/


site software/analytics/training-
and-certification/
Online support http://www-947.ibm.com/
support/entry/portal/
Overview/Software
IBM Web site http://www.ibm.com

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1

Introduction to the Reporting


Application
IBM Cognos BI

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INTRODUCTION TO THE REPORTING APPLICATION

Objectives
At the end of this module, you should be able to:
examine Report Studio and its interface
explore different report types
create a simple, sorted, and formatted report
explore how data items are added queries

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Prerequisites:
B5208 Overview of IBM Cognos BI (v2.0)
B5288 IBM Cognos Connection for Consumers (v10.2) WBT

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IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.2)

What is Report Studio?


Report Studio:
is a Web-based report authoring tool
lets you create business intelligence (BI) reports
that analyze corporate data according to specific
information needs
lets you format, present, and distribute your
corporate data using many different methods

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INTRODUCTION TO THE REPORTING APPLICATION

What is Report Studio? (contd)

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Report Studio can be opened using a variety of options depending on reporting need.
Create New: Open Report Studio with a choice from preset template options.
Open Existing: Open a copy of an existing report without affecting the original
report.
New from Template: Navigate to and open a saved template. This option does not
just show you saved templates but all reports. Users will be able to choose any saved
report that is appropriate for their needs and Report Studio will then automatically
create a template based on the chosen report.

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Explore the Environment

Toolbar

Content
Pane

Explorer
Bar

Work
Area

Properties
Source, Data Items, and
Pane
Toolbox tabs

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Build reports by adding objects and data items from the Content pane. The Source tab
allows you to insert query items into your report directly from the package. You can
only make changes to the structure of the package by using Framework Manager. The
Data Items tab allows you to insert data items into your report that already exist in your
query. The Toolbox tab allows you to insert report objects into your report.
Modify objects and query items using the Properties pane.
Resize panes by dragging the pane edges.
Use the Explorer bar to navigate between pages, queries and variables, and toggle
between Page Design and Page Structure.

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INTRODUCTION TO THE REPORTING APPLICATION

Examine the Explorer Bar

Page Explorer

Query Explorer Conditional Explorer

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Page Explorer - used to create and modify report pages, prompt pages, and classes
(local and global).
Query Explorer - used to create and modify queries and perform complex tasks such as
defining union joins and writing SQL statements to be used in a report.
Conditional Explorer - used to create and modify variables to define conditions that
will be used to format the report.
Page Design - view the set of pages that define the appearance and formatting of a
report.
Page Structure - view the entire contents of a report page in a tree structure.

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Explore Report Templates


Report Studio contains several report templates to
structure your reports.
Different report templates can be combined on the
same page.

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If you create a new report using a report template, such as list or crosstab, the report
will contain a header and footer with the specified report type in the body of the report.
Repeater tables are used to format data in a repeated fashion across a table format.
In Report Studio you can create Workspace Advanced and Report Studio templates to
provide users with a layout to apply to their existing reports or to create new reports.
List reports are useful for presenting tabular list information.
Crosstab reports are useful for comparative analysis.
Chart reports are useful for graphically showing comparisons, relationships, and
trends.
Map reports are useful for presenting data across geographical and other spatial
contexts.

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INTRODUCTION TO THE REPORTING APPLICATION

Generate the Report


To view the results of the designed report, run the
report and view it in IBM Cognos Viewer.

Work Area list report object layout Results in IBM Cognos Viewer

Country Revenue Country Revenue

<Country> <Revenue> Portugal $34,675,662.43

Run Report

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While working in Report Studio, you will only see metadata, such as column or row
labels. You will not see actual data values in the report. It is faster to design without
data reloading each time you make a change to the repot. To see report results, you
must run the report. The results appear in a separate window in IBM Cognos Viewer.
You can navigate through the report using the Page Up, Page Down, Top, and Bottom
links at the bottom of the report.
You can return to Report Studio to alter your report by clicking the Close link in the
upper right corner of the IBM Cognos Viewer.
You can distribute reports by email, through the Web, or you can save them on your
desktop. You would first render the report in the format that is most suitable for your
needs: HTML, PDF, Excel 2007, Excel 2007 Data, Excel 2002, Delimited Text (CSV),
and XML formats.

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Change the Properties of an Object


The Properties pane lets you view and change the
properties of an item or object in your work area.
Select Ancestor Button Object Type Selected

Item Name

Property Property Setting

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When you click an item or object in the report, the properties for that item appear in
the Properties pane.
You can verify the object type selected by the name displayed at the top of the
Properties pane. It is a best practice to verify the object type selected before making any
modifications to it.
You can select an ancestor (or parent object) of the object previously selected in your
work area by clicking the Select Ancestor button.
In the slide example, the Properties pane shows the properties and settings for
Revenue, which is a column in a list data object. The data displayed will be summarized
by total.
There are different ways to change a property setting. If there are only two options for
a certain property, double-click the setting to toggle to the other option. If there are
multiple options, you can click the setting and then click the ellipsis and choose the
desired setting from the dialog box that appears, or choose a selection from a drop-
down list.

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INTRODUCTION TO THE REPORTING APPLICATION

Demo 1

Create a Simple Report

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IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.2)

Demo 1: Create a Simple Report

Purpose:
Sales executives would like you to create a report that lists all of the
sales representatives and the revenue they have generated to date.
The report should include their name, position, city, and country.
Sort the report by revenue, in descending order, and display
revenue in American dollars.
Task 1. Open Report Studio and choose a report type.
1. Start your internet browser, and then, in the address box, type
http://localhost:88/ibmcognos, and then press Enter.
2. On the Log on screen, in the User ID box, type brettonf, in the Password
box, type Education1, and then click OK.
3. On the IBM Cognos software page, click Author advanced reports, and
then on the Select a package page, navigate to Samples\Models, and then
click GO Data Warehouse (query).
4. Click Create New, click the List template, and then click OK.
A list report object appears in the work area. A header appears at the top, and a
footer containing date, time, and page number information appears at the
bottom.
Task 2. Add items to the list.
1. In the Content pane, click the Source tab.
A data tree appears that contains all of the available items that can be
added to the report.
2. On the Content pane, Source tab, expand the Sales and Marketing (query)
folder , expand the Sales (query) namespace , and then expand the
Employee by region query subject .

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INTRODUCTION TO THE REPORTING APPLICATION

3. Double-click Country query item to add it to the list report object.


The list report object now has one column.
4. Double-click City to add it to the list report object.
City is automatically added to the end of the list.
5. Right-click Last name and then click Properties.
The Properties dialog box appears with details about the item.
6. Click Close.
7. Click First name, then Ctrl-click Last name, Employee level and Position
name, right-click Position name, and then click Insert.
The items are added to the list in the order in which they are selected.
8. Expand the Sales fact query subject and then click and drag Revenue to add it
to the end of the list.
If you place the query item outside of the list report object you will receive a
message indicating that you have created a singleton.
You would like to see the Last name before the First name.
9. In the work area, click the <Last name> cell to select the list column body,
and then drag it to the left of the <First name> list column body.
A flashing black bar appears when the item is over a drop zone.

Note: Make sure that the list column body is selected by clicking any one of the
cells in the column, not the column header. To check to see what element of
the report you have selected, check the title bar of the Properties pane.

Now that you have built the report you can view the data items in the query.

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Task 3. View the data items in the query.

1. On the Explorer bar, point to Query Explorer , and then click Query1.
The data items you added to the list appear in the Data Items pane for the
query. The names of the data items correspond to the column titles in the
report layout.
2. In the Data Items pane, click Position name.
You want to view information about the data the Position name data item
retrieves from the data source.
3. In the Properties pane, double-click the Expression property.
In the Data Item Expression dialog box, you can see that this data item
retrieves data from the Position name query item in the Employee by region
query subject in the Sales (query) namespace.
4. Click OK, and then in the Data Items pane, click Last name.
5. In the Properties pane, double-click the Expression property.
The Data Item Expression dialog box appears. You can see that this data item
retrieves data from the Last name query item in the Employee by region query
subject in the Sales (query) namespace.
6. Click OK to close the dialog box.

7. On the Explorer bar, point to Page Explorer , and click Page1 to return
to the work area.

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INTRODUCTION TO THE REPORTING APPLICATION

Task 4. Remove a column from the report.


You decide that you do not want to include Employee level in the list report
object. You will remove it from the list.
1. In the list report object, click the <Employee level> list column body and

then on the toolbar, click Cut .


The column is removed from the list report.
2. On the Explorer bar, point to Query Explorer, and then click Query1.
The Employee level data item still appears in the Data Items pane. Although
you removed the Employee level data item from the report layout in Page
Explorer, the data item has not been removed from the query. However,
keeping the data item in the query can be useful for other tasks such as creating
a calculation.
Other examples of where you would keep a data item in the query, but remove
it from the report layout are: creating an expression based on the query item, or,
using this item when sorting or formatting data in the list.
3. On the Explorer bar, point to Page Explorer, and then click Page1 to return
to the work area.
4. On the toolbar, click Undo , in the list report object, click <Employee
level>, and then on the toolbar, click Delete .
5. On the Explorer bar, point to Query Explorer, and then click Query1.
The Employee level data item has been removed from the report layout and the
query and no longer appears in the Data Items pane.

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Task 5. Format and sort the data, and run the report.
1. On the Explorer bar, point to Page Explorer, and then click Page1.
2. In the list report object, click the <Revenue> list column body (not the
column title).
The Revenue cells are highlighted to show that they are selected. The Properties
pane shows the properties for this column.
3. On the toolbar, click Sort , and then click Descending.
An icon appears beside the Revenue list column title indicating that the data
is sorted in descending order. Our sales reps will now be ranked starting with
our top performers.
4. With the <Revenue>column still selected, in the Properties pane, under the
Data category, click Data Format, and then click the ellipsis .
The Data Format dialog box appears.
5. In the Format type list, click Currency.
6. Under Properties, click Currency, click the Down Arrow in the column to the
right of Currency, and then, the list, click $ (USD) - United States of
America, dollar.
Revenue will now be displayed in American dollars. By default, it will use a
comma as a Thousands separator, and two decimal places.
Note: Changing the currency will not perform a currency conversion (for
example, it will not convert one currency into the value of another). It will
simply show the value with a different currency symbol, thousands separator,
decimal place, and so on. If you want to see data displayed in a particular
currency, the data must be stored in the data source in that currency.
7. Click OK.

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INTRODUCTION TO THE REPORTING APPLICATION

8. On the toolbar, click Run Report .


A section of the results appear as follows:

You can see that revenue is sorted in descending order.


9. At the bottom of the screen, click Page down to navigate to each page of the
report.
10. Close IBM Cognos Viewer.
11. Leave Report Studio open for the next demo.
Results:
You created a list report and added the necessary items from the
model as required by the sales executives. You sorted the data in
descending order and formatted the revenue in American dollars.

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Dimensionally-modeled and Dimensional


Data sources
In Report Studio, reports using dimensionally-
modeled relational data sources and dimensional data
sources enable you to drill down to a detailed level

Drill down to a
specific product

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Dimensionally-modeled relational metadata is data taken from a relational source and


modeled as a star schema. As well, hierarchies are applied to allow for drill behavior.
Dimensionally-modeled relational data extends dimensional capabilities (such as drill-
down) to relational sources.
With dimensional analysis, your corporate data is organized in the way you think about
your business so that you spend more time on value added analysis, rather than on data
retrieval.
Only dimensional models allow drill up and drill down behavior in analyses and reports.
Note: The purpose of this course is to explore how Report Studio can use relational
data sources to create reports. The next demo provides an opportunity to create a
report using a dimensional data source. The IBM Cognos Report Studio: Author
Reports with Multidimensional Data course explores, in greater detail, how Report
Studio can be used to analyze DMR or OLAP data sources.

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INTRODUCTION TO THE REPORTING APPLICATION

Demo 2
Create a Report from a Dimensionally-modeled
Relational Data Source

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Demo 2: Create a Report from a Dimensionally-Modeled


Relational Data Source

Purpose:
You want to explore a dimensionally-modeled relational data source
and create a report that enables you to drill down to a lower level of
detail.
Task 1. Explore a dimensionally-modeled relational data
source in Report Studio.

1. From the toolbar, click New , without saving the previous report.
2. From the Package text box, click the ellipsis; navigate to Samples\
Models\GO Data Warehouse (analysis).
3. Click OK, click List, and then click OK.
The Source tab displays the folders available in the package. Notice the folder
icon .
4. Expand the Sales and Marketing (analysis) folder.
You see the namespaces in the Sales and Marketing (analysis) folder. Notice the
namespace icon .
5. Expand the Sales namespace.
A section of the results appear as follows:

The available measures and dimensions display in the data tree.

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INTRODUCTION TO THE REPORTING APPLICATION

6. Notice the measures query subject icon and the dimensions icons .
7. Expand the Sales fact measures query subject.
You see all the measures available in the Sales fact measures query.

8. Notice the measures icons .


9. Expand the Retailers dimension, and then expand the Retailers
hierarchy.
You see a Members folder and five levels.

10. Notice the level icons .


11. Expand the Region level.
The Members folder and the Region code query item display in the data tree.
12. Notice the query item icon .
13. Expand the Members folder to see the five sales regions.
The results appear as follows:

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Task 2. Add items to the list report object.


You need to create a report that shows the quantity of Star Dome tents sold in
Canada in 2011. Because this is dimensionally-modeled relational data, you can
drill down to a greater level of detail than in a relational model.
1. Expand the Time dimension, Time hierarchy, Year level, and Members, and
then drag 2011 to the list report object in the work area.
Notice how you can add specific members to a report, instead of having all
years added and filtering for only the years you want (as in relational data
sources).
2. In the Retailers dimension, Retailers hierarchy, Region level, Members
folder, expand the Americas member, and then drag the Canada member to
the list report object.
3. Expand the Products dimension, Products hierarchy, Product line level,
Members folder, Camping Equipment member, Tents member, and then
drag Star Dome member to the list report object
4. Expand Sales fact measures, if necessary, and drag the Quantity measure to
the list report object.
The results appear as follows:

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INTRODUCTION TO THE REPORTING APPLICATION

Task 3. Allow drill-up and drill-down on the report.


1. From the Data menu, click Drill Behavior, select Allow drill-up and
drill-down check box, and then click OK.
2. On the toolbar, click Run Report.
You can see that 2,403 Star Dome tents were sold in Canada in 2011.
3. Click 2011 to drill-down.
The results appear as follows:

You can drill-down on any underlined data.


4. Close IBM Cognos Viewer.
5. Leave Report Studio open for the workshop.
Results:
You have explored a dimensionally-modeled relational data
source in Report Studio. You created a report that demonstrated
how you can drill down to a lower level of detail in the data
source.

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Summary
At the end of this module, you should be able to:
examine Report Studio and its interface
explore different report types
create a simple, sorted, and formatted report
explore how data items are added to queries

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INTRODUCTION TO THE REPORTING APPLICATION

Workshop 1
Create a Revenue Report

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Workshop 1: Create a Revenue Report


Sales executives, from the Great Outdoors Samples Company, need you to create a
report showing revenue for each product within each product type for each product
line. The report must list the revenue from the greatest to the least.
Create a list report using the GO Data Warehouse (query) package.
Navigate to Sales and Marketing (query)/ Sales (query).
Add the following query items to a new list report object in the order provided:
Products: Product line, Product type, and Product
Sales fact: Revenue
Sort Revenue in descending order.
For more information about where to work and the workshop results, refer to the
Tasks and Results section that follow. If you need more information to complete a task,
refer to earlier demos for detailed steps.

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INTRODUCTION TO THE REPORTING APPLICATION

Workshop 1: Tasks and Results


Task 1. Create a list report.
Toolbar: Open a new List template using the GO Data Warehouse (query)
package.
Source tab: Navigate to Sales and Marketing (query)/ Sales
(query)/Products.
Add Product Line, Product type, and Product to the List report object.
Source tab: Navigate to Sales and Marketing (query)/ Sales (query)/Sales
fact.
Add Revenue to the List report object.
The results appear as follows:

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Task 2. Format and test the List report object.


List report object: Click the <Revenue> list column body.
Toolbar: Sort Revenue in descending order.
Click Run Report to test the new report.
A section of the results appear as follows:

Close the IBM Cognos Viewer.


Close Report Studio.
Log off and the close the Web explorer.
Results:
You have created a report showing revenue for each product within
each product type for each product line, and the list is sorted on
revenue in descending order.

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2

Create List Reports


IBM Cognos BI

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CREATE LIST REPORTS

Objectives
At the end of this module, you should be able to:
group, format, and sort list reports
describe options for aggregating data
create a multi-fact query
create a report with repeated data

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Examine List Reports


You can use list reports to:
present tabular information
show detailed information from your database

Country Employee name Revenue


Switzerland Adriaantje Haanraads $27,600,413.97
Spain Agatha Reyes $24,097,530.30
Japan Aimi Tanaka $16,468,860.28

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CREATE LIST REPORTS

Group Data
Group your data and choose how often to display
item names by changing the group span properties.
Group on Country and City

Canada Calgary Tammy Sherwood


Vittorio Rizzo
Toronto Brendon Pike
Group on Country and City with Group Span by City

Canada Calgary Tammy Sherwood


Vittorio Rizzo
Canada Toronto Brendon Pike
2015 IBM Corporation

You can group on one or more columns depending on how you want to see your data.
The list report should preferably follow a 1:n cardinality from left to right in order to
properly display the grouping.
Spanning one group of items by a second group can be helpful if the second group
contains many items.
You can level span grouped items only by other grouped items on the report.
To group related information together, select a column and click Group/Ungroup on
the toolbar. For example, when country and city are both grouped, you can choose to
show the country name each time the country changes (span Country by Country),
each time the city changes (span Country by City), or every time there is a new record
(no level spanning).
A grouped item will appear at the top of a new page regardless of level spanning. For
example, when Country is spanned by City, the Country name will appear at the top of
the next page, even for records in the same City.
Grouping a column in a list generates an order by clause in the generated SQL, so
your data is returned grouped and automatically sorted ascending.

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Format List Columns


You can emphasize certain data to make your reports
easier to read and understand.
Before

Order number Retailer name Year


100003 Universo Acampando 2004

100009 Sporting Goods Direct 2004


After

Order number Retailer nam e Year


100003 Universo Acampando 2004

100009 Sporting Goods Direct 2004

2015 IBM Corporation

You can format list report columns at different levels depending on your requirements:
lowest level: format the cells on a list column
higher level: format both cells and the title in a list column
highest level: format both the cells and titles in all columns in the list
In the slide example, if you wanted to sort the Product line column by Gross profit
instead of by Product line, you would delete the Product line sort item from under the
Product line Sort List folder, and would then drag the Gross profit query item to the
Product line Sort List folder. Items in a report that are grouped appear under the
Groups folder.

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You can modify the item used to sort a grouped item, add or remove a sort item,
and determine the sort order. Click an object that can be sorted, on the toolbar,
click Sort, and then click Advanced Sorting.
Select the List object, and then in the Properties pane, double-click the Grouping
& Sorting property.

The item used to sort specific grouped items in a report or to sort ungrouped items in a
report does not need to be on the report page but does need to be in the query.

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Include List Headers and Footers


You can add headers and footers to a list report to
provide additional information about the contents of
the report.

Country City Employee name Revenue


List Page
Header
Sales Rep Performance by Country and City
Overall
Header
As requested by Tom Johnson
Austria Wien Jutta Shulz 26,274,108.98
Sabine Grner 32,895,343.27

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List headers and footers can be placed:


at the top or bottom of a list on each page
at the top of the first page or bottom of the last page
before or after a group of details
Choose where to place headers and footers based on your requirements.

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CREATE LIST REPORTS

Demo and Workshop Start Point Information


This section describes in detail how to use the start point information included with the
demos and workshops in this course. It is particularly important for students in a self-
paced learning environment to review this information before proceeding with the
course. If you walk through this section, you will be ready to begin Task 1 of Demo 1,
as this section uses the Demo 1 start point as an example.
Before you begin the steps of a demo or workshop, you will see information to help
you set your environment for the tasks that you will perform. The format appears as
follows:
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
This information provides you with a unique starting point for that demo or workshop.
It tells how you will access the IBM Cognos portal through a browser, the user ID and
password, the Studio, the package to use, the report type to start with, and within the
data source, the folder and namespace for items to be used in your report as you build
it. Use this to set your environment before beginning the first task.
If your demo provided the start point information above, you would do the following
nine steps before beginning the demo tasks (if you perform these steps, you will be
ready to start Demo 1 of this module, as it uses the same start point provided in this
example):
1. From the Start menu, click All Programs\Internet Explorer to launch a
browser session.
2. In the Address box, type the portal address http://localhost:88/ibmcognos
and then press Enter.
The Log On to IBM Cognos Software window appears in a browser tab, with a
Log on dialog box prompting for a User ID and Password. You will log on with
the credentials listed in the start point information.

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3. In the User ID box type brettonf, in the Password box type Education1, and
then click OK.
The IBM Cognos software page displays, and the studios and applications that
your user has permissions for are available. For example, IBM Cognos Content
launches IBM Cognos Connection, and Author advanced reports launches
Report Studio.
4. Click Author advanced reports to launch Report Studio.
When you launch Report Studio, you are prompted to select a package to
author your reports with. In the start point information example, you are going
to work with the Public Folders\Samples\Models\GO Data Warehouse
(query) package.
5. In the List of all packages section of the dialog box, (which is open at Public
Folders by default), to navigate to the required package location, click Samples,
click Models, and then click GO Data Warehouse (query).
The IBM Cognos Report Studio dialog box appears, prompting you to create a
new report or open an existing report. Most demos and workshops will require
a new report. If your demo or workshop requires you to use an existing report,
you will be provided with a report name and location in the start point
information. Because this start point example lists a Report type, this is your cue
that a new report is required.
6. Click Create new.
The New dialog box displays the package you will work with, and the report
objects that you will begin to author your report. You can select one object
from the list, and then click OK, or you can double-click an object to select it
and launch the new report. The start point information in this example requires
a list report template.

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7. Click List, and then click OK.


Report Studio opens, loads the package metadata, and provides you with a list
report template. In the Insertable Objects pane at the left, the content pane of
the Source tab displays the package, and the folder(s) of metadata that you will
work with to build your reports. The start point information in this example will
work with the Sales and Marketing (query) folder.
8. In the Insertable Objects pane on the Source tab, click the icon to expand
the Sales and Marketing (query) folder.
The expanded folder displays the namespaces that are available to you in this
package. The starting point information in this example will work with the Sales
(query) namespace.

9. Click the icon to expand the Sales (query) namespace.


The results appear as follows:

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You have completed the start point preparation for the demo example
provided, and you are now ready to begin the tasks. You will work with the
metadata of query subjects, query items, and facts within this selected
namespace unless otherwise mentioned.
Follow the start point information carefully, as there will be different logins,
packages, report types, and namespaces used for each demo and workshop in
this course.
If you have performed these steps for the example start point here, then you are
ready to begin the tasks in Demo 1, as the start point for Demo 1 was used in
this example.

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CREATE LIST REPORTS

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Demo 1: Enhance a List Report

Purpose:
Executives would like you to create and format a report to highlight
and sort the product lines based on the revenue that they generated.
They would also like you to highlight the retailer type and sort
revenue descending by quantity sold.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list and set options.
10. Add the following query items to a new list template without saving any
previous reports:
Products: Product line, Product type, Product
Retailer type: Retailer type
Sales fact: Quantity, Revenue

Notice that there are no overall aggregate summaries in the list footer.
11. Click Undo , to remove the Quantity and Revenue measures.

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12. From the Tools menu, click Options, and then select the Resize IBM
Cognos Viewer window check box.
Note: This allows IBM Cognos Viewer to be expanded automatically. There is
also a check box for Position pane on the right (requires restart). This gives you
the option of positioning the Content and Properties panes on the right-hand
side of the work window.
13. Click the Report tab, select the Automatic group and summary behavior for
lists check box, and then click OK.
14. Ctrl-click Quantity and Revenue, and then drag them to the list.
Notice that there is now an overall aggregate summary in the list footer.
15. Click the <Retailer type> list column body, and then from the toolbar click

Group / Ungroup .
Notice that the Retailer type column has been moved to the beginning of the
report and grouped.
16. From the toolbar, click Run Report.
The IBM Cognos Viewer window runs fully expanded.
17. Navigate to the bottom of the report to view the report summary.
A section of the results appear as follows:

18. Close IBM Cognos Viewer.


Due to the complexity of the final report, you will turn off the aggregate
summary feature.
19. Click Undo, and then click Undo again.
20. From the Tools menu, click Options.
21. Click the Report tab, clear the Automatic group and summary behavior for
lists check box, and then click OK.

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Task 2. Group and span columns, and then add a report title.
1. From Sales fact, Ctrl-click Quantity, and Revenue, and then drag them to the
list.
2. In the list, Ctrl-click the <Product line>, <Product type> and <Product>
list column bodies, and then, from the toolbar, click Group / Ungroup.
3. Click <Product type>.
4. In the Properties pane, under Data, click Group Span, and then, from the list,
click Product.
5. In the work area, double-click on the text in the header block.
6. In the text box, type Product type Sales and Revenue by Product, and then
click OK.
7. Click to the left of the report title text to change the focus to the header block.
8. On the toolbar, click Left , and then from the Font list, click Arial Black.
9. On the toolbar, click Run Report.
A section of the results appear as follows:

Product type is spanned by Product. Every time Product changes the Product
type is repeated.
10. Close IBM Cognos Viewer.

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CREATE LIST REPORTS

Task 3. Add a list page header, an overall header, and a group


header.
You want to add a list page header for the report and an overall header to add
additional information to the report.

1. On the toolbar, click Headers & Footers , and then click


List Headers & Footers.
2. Select the List page header and Overall header check boxes, and then click
OK.
3. In the list report object, double-click List Page Header.
4. In the Text box, replace the default text with Revenue by Retailer Type and
then click OK.
5. With the list page header still selected, on the toolbar, change the font to
Arial Black, and then change the size to 12 pt.
6. In the list report object, double-click Overall.
7. In the Text box, replace the default text with Attention: Sales Managers, and
then click OK.
8. In the work area, click the <Product line> list column body.
9. On the toolbar click Headers & Footers, and then click Create Header.
Note: When a header is created from a column, the header stays within the list
object. You cannot create a header out of a spanned column. Also note that the
List Column titles can be moved to the start of the details of the report by
selecting the entire report object and changing the Column Titles property to
"At start of details".
10. With the <Product line> list column body still selected, click Delete to
remove the redundant column.

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11. On the toolbar, click Run Report.


A section of the results appear as follows:

12. Close IBM Cognos Viewer.


Task 4. Format and sort a column.
1. In the work area, click the <Revenue>.
Notice that List Column Body appears in the Properties pane.
2. On the toolbar, click Sort, and then click Descending.
When a column is sorted the Sort icon appears in the list column title cell,
.

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CREATE LIST REPORTS

3. With the <Revenue> list column body still selected, in the Properties pane,
click Data Format, and then click the ellipsis.
4. In the Format type list, click Currency.
5. Under Properties, click Currency, and then in the list, click
$ (USD) United States of America, dollar.
6. Click OK.
Task 5. Format the list column body.
1. Click the <Retailer type> list column body.
2. On the toolbar, in the Font list, click Arial, and then click Italic.
3. Click Foreground Color , and then click Purple.
The font properties are applied to the body cells in the Retailer type column.
The results appear as follows:

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Task 6. Format an entire column.


1. With <Retailer type> list column body still selected, from the Properties
pane title bar, click Select Ancestor , and then click List Column.
2. In the Properties pane, under Font & Text, double-click the Font property;
change the properties to Arial, 12pt, Bold, and then change the Foreground
Color to Green.
3. Click OK to close the Foreground Color dialog box, and then click OK to
close the Font dialog box.
The results appear as follows:

The color property is applied only to the column title because the List Column
Body formatting overrides the list column body formatting. However, because
you have not set the size or weight for the list column body, the value in the
cells now appears in 12pt bold font.

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Task 7. Sort the Product line column by the Revenue


generated.
1. Click the <Revenue> list column body, on the toolbar, click

Summarize , and then click Total.


2. In the upper left corner of the Product type header cell click the Container
Selector to select the entire list.
3. In the Properties pane, under Data, double-click Grouping & Sorting.
Because Product line, Product type, and Product are grouped, these items
appear under the Groups folder.
4. In the Groups pane, expand Product line, and then from the Data items
pane, drag Revenue on to the Product line Sort List folder.
The results appear as follows:

The Product line column will now be sorted in ascending order based on the
revenue generated by each product line. The product line that generated the
least revenue will appear at the beginning of the report.
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5. Click OK, and then on the toolbar click Run Report.


A section of the results appear as follows:

Since Outdoor Protection generated the least revenue, it appears at the


beginning of the report.
6. Close IBM Cognos Viewer.
7. Leave Report Studio open for the next demo.
Results:
You have created a list report that grouped Product line, Product
type, and Product name. You highlighted retailer type; and you have
sorted revenue in descending order according to the quantity sold.

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CREATE LIST REPORTS

Understand Fact/Measure Data


You can aggregate fact data to show trends or
summaries.

Employee name Product line Revenue


Agatha Reyes Camping Equipment 9,596,483.77
Golf Equipment 1,966,340.45
Mountaineering Equipment 5,546,852.83 Detail rows
Outdoor Protection 991,736.35
Personal Accessories 5,996,116.9
Agatha Reyes 24,097,530.3 Summary row

2015 IBM Corporation

Show minimum, maximum, average, total, count, or calclated data.


The Rollup Aggregate Function specifies the type of aggregation to apply to summarize
values. These values appear at the higher levels of list and crosstabs. The default setting
is Automatic. The setting of Automatic indicates that the aggregation applied is based
on the data type of the query item. Therefore, an integer data type with rollup
aggregation set to automatic provides total aggregation. The report on the slide
illustrates rollup aggregation set to Total.
The Aggregate function specifies the type of aggregation to apply to individual values
which appear as detail rows in lists or crosstabs.
These property values and many others can be set for all authors in Framework
Manager to centralize administration.

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Understand Aggregate Data


You can show your data as summarized aggregated
data or as detailed non-aggregated data.
Auto Group and
Default Aggregation Summarize set to No

Rollup Aggregate
Set to Total

2015 IBM Corporation

By default, the data will be grouped and summarized, at its lowest level of detail,
because of the Auto Group and Summarize property that is applied to the query. This
aggregation is applied at the initial query.
The rollup aggregated function summarizes grouped data and is applied after data is
retrieved.
The list on the left shows a list report with all of the default aggregation settings and no
grouping applied; Aggregate Function is set to Total, by default, in the model package,
Rollup Aggregation is set to Automatic since there is no grouping.
Aggregate Function: aggregates items at the lowest level of detail and is set by the
data modeler for the package. This aggregation is applied only when the querys Auto
Group and Summary is set to Yes.
Rollup Aggregation: is applied, by the report author, to grouped items and provides a
higher level aggregation, as seen by the center list report.
The list on the right shows results with the querys Auto Group and Summery set to
No.

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Understand Difference in Aggregation


You can use data items for your query from the
Source tab or the Data Items tab.

2015 IBM Corporation

Data items selected from the source tab will be calculated and summarized prior to
aggregation.
Data items selected from the Data Items tab will be calculated and summarized after
aggregation.
Fact data items should be selected from the Data Items tab if they are to be used
multiple times in a report or calculation, since they would not be re-aggregated based
upon the entire query. This prevents any double counting of the fact data item and
provides predictable results.

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Demo 2

Explore Data Aggregation

2015 IBM Corporation

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Demo 2: Explore Data Aggregation

Purpose:
You have been asked by management to create a report that
compares how different order methods are performing for each
product line. This report should display the revenue that individual
order methods generate for each product line and the average
revenue all order methods generate for each product line. You will
create this report and examine the underlying query model at
various stages.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a basic report and examine the query model.
1. From the toolbar, click New without saving the previous report.
2. Add the following query items to a new list template:
Products: Product line
Order method: Order method type
Sales fact: Revenue

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3. Point to Query Explorer, and then click Query1.


Notice the three data items in the Data Items pane. Each data item corresponds
to an item in a column in the list report.
4. In the Data Items pane, click Revenue.
In the Properties pane notice that the Aggregate Function property is set to
Total. When the query groups and summarizes data at the lowest level of detail,
the query will summarize data by calculating the total revenue generated at the
lowest level of detail. In our report, the lowest level of detail is Revenue
generated by each Order method type.
You have not yet added any aggregate revenue values for grouped data items in
report layout. Therefore, the Rollup Aggregate Function property for Revenue
is set to Automatic.
5. On the toolbar, click Run Report.
A section of the results appear as follows:

You can examine the revenue generated by each product line using each order
method.
6. Close IBM Cognos Viewer.

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Task 2. View individual records rather than data grouped and


summarized at the lowest level of detail.
You would like to review the amount of revenue generated by each order made
using a particular Order method type for each product line. To achieve this result,
you will set the Auto Group & Summarize property for this query to No.
1. Point to Query Explorer, click Queries, and then click Query1.
2. In the Properties pane, click the Auto Group & Summarize property, and
then in the list, click No.
3. On the toolbar, click Run Report.
A section of the results appear similar to the following:

The report no longer displays a single row for the total revenue generated by all
sales of each product line using a specific order method type. Instead, it displays
individual rows containing the revenue generated by each individual sale that
used a specific order method type for each product line.
For example, a row in the report displays data for a golf equipment sale made
by telephone. This sale generated $41,958.76 in revenue.
If you wanted to display these individual records in your final report, you would
group and sort this data to make it easier to read. However, you decide you would
prefer to have this data grouped and summarized at the lowest level of detail.
4. Close IBM Cognos Viewer.
5. In the Properties pane for Query1, click the Auto Group & Summarize
property, and then in the list, click Yes.

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Task 3. Group query items, add aggregate data, and observe


the results in the query.
As requested, you will now group this data by product line and add aggregate
data to display the average revenue generated by all order method types for each
product line.
1. On the Explorer bar, point to Page Explorer, and then click Page1.
2. In the list, click the <Product line> list column body, and then on the toolbar,
click Group / Ungroup.
The product line column is grouped and you can now include aggregate data at
a higher level of detail. You want to see the average revenue generated by all
order method types for each product line, and for all product lines.
3. In the list, click <Revenue> list column body.
4. On the toolbar, click Summarize, and then click Average.
You will examine how the aggregation you specified has changed the Rollup
Aggregate Function for the Revenue data item in this query.
5. On the Explorer bar, point to Query Explorer, click Query1, and then in the
Data Items pane click Average(Revenue).
In the Properties pane, notice that the Aggregation Method property for
Average Revenue is now set to Average. This is because you have specified that
revenue for grouped items in the report be aggregated to display the average
revenue generated.

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6. On the toolbar, click Run Report.


A section of the result appears as shown below:

In this report, data is grouped by product line. Below each product line row is
an aggregate row displaying the average revenue generated by all order method
types for that product line.
You can see that for all product lines, revenue generated by the Web method far
exceeded those of other order methods.

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7. Close IBM Cognos Viewer.


8. From the Run menu, click View Tabular Data .
9. Click OK in the warning message.
Notice that although you grouped the Product line data item in the report
layout, in the tabular data retrieved for the query, product line data is still
ungrouped. This option retrieves the data without any grouping or formatting.
10. Close IBM Cognos Viewer.
11. Leave Report Studio open for the next demo.
Results:
You created a list report displaying revenue generated by each
order method for each product line and the average revenue all
order methods generate for each product line. You also specified
that the query should display individual data records instead of
grouped and summarized data, and you then compared the results.

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Use Shared Dimensions to Create


Multi-fact Queries
When authoring reports with multiple facts across
the business, it is necessary to use at least one
shared dimension item to ensure correlated and
predictable results.

Shared
Dimension
2015 IBM Corporation

A shared dimension is created by the data modeler to provide consistent results


throughout the company's different business units. When business units report with
these shared query items, they communicate more efficiently as a whole by providing
the same base of information.
Shared dimensions are also known as conformed dimensions.
Results of multiple-fact queries can vary if the level of granularity differs or you use a
non-conformed dimension. For example, in the GO Data Warehouse (query) package,
the granularity for time differs between Sales target and Revenue. Sales targets are
recorded monthly, whereas, the Revenue is recorded on a daily basis. This is not an
issue when reporting and will not cause confusing results if you report at a common
level of granularity, such as in this case, the month level. If you report at the day level,
inventory levels will simply display repeating values, the month total for every day of
the month in the report. These values will not be double-counted.

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Demo 3
Create a Multi-Fact Query in a List Report

2015 IBM Corporation

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Demo 3: Create a Multi-Fact Query in a List Report

Purpose:
You have been asked to create a report showing sales revenue and
target revenue for each year. You will need to use conformed query
items in the report to ensure the results are accurate and consistent
with expected results.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public folders/Samples/Models/GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)/Sales target (query)
Task 1. Add two facts from different query subjects to a list
report.
1. Add the following query items to a new list and when prompted to save the
existing report, click No:
Sales fact: Revenue
Sales target (query)/Sales target fact: Sales target
2. On the toolbar, click Run Report.
The results appear as follows:

These are the two distinct aggregated totals for Revenue and Sales target. These
values were returned as a result of two separate Select statements.
3. Close IBM Cognos Viewer.

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Task 2. Add context to the list.


You will include a query item to give context and meaning to the numbers that
are already in the list. You will add the year in which the orders closed as a point
in time to compare revenue to sales target.
1. From the Sales (query) namespace, add the following query item to the
beginning of the report:
Time (close day): Year (close date)
2. On the toolbar, click Run Report.
The results appear as follows:

The Revenue values change with each year, but the Sales target values do not.
This is because the Time (close day) is not a conformed dimension. This
dimension is not shared by both the Revenue and Sales target facts. The Sales
target fact has no relationship to Time (close day).
3. Close IBM Cognos Viewer.
Task 3. Add a query item from a shared dimension to the list
report.
You will add a shared dimension to the report. This dimension will have a
relationship to both Revenue and Sales target.
1. Under Sales target (query), point to Time.
The Sales target (query) namespace contains a query object called Time. Notice
there is no query object called Time (close date), which confirms what you
already saw from running the report: Time (close date) is not shared across the
facts.
2. Under Sales (query), point to Time.
Time exists in both the Sales target (query) and the Sales (query) namespaces;
therefore, it is a shared dimension.
3. Under Sales (query), expand Time, and drag Year to the beginning of the list.

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4. On the toolbar, click Run Report.


The results appear as follows:

The Sales target numbers now change from year to year. In 2010, there was
7,060,666.21 worth of orders that were placed in that year, but did not close
until 2011. The orders that were placed in 2010 and closed in that same year
totaled 907,292,137.51. Because Sales target has no relationship to the non-
conformed dimension, Year (close date), it just repeats the value it knows for
2010. This is an example of the inaccurate results that can occur when using
non-conformed query items with multi-fact reports. Therefore, you should use
conformed query items.
5. Close IBM Cognos Viewer.

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Task 4. Delete a query item from the list report.


You want to delete the Year (close date) query item and only have the Year
query item, from a conformed dimension, in the list.
1. In the list, click the <Year (close date)> list column body, and then click
Delete.
2. On the toolbar, click Run Report.
The results appear as shown below:

The Revenue and Sales target numbers now change from year to year. The
report runs as expected.
3. Close IBM Cognos Viewer.
4. Leave Report Studio open for the next demo.
Results:
You created a report showing sales revenue and target revenue for
each year. You used a conformed dimension in the report to ensure
the results were accurate and consistent with expected results.

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Add Repeated Information to Reports


You can use either repeaters or repeater tables to
present repeated information.
Repeater Table

Mailing List

Address line 1 Address line 1


Address line 2 Address line 2
Address line 3 Address line 3
Address line 1 Address line 1
Address line 2 Address line 2
Address line 3 Address line 3
2015 IBM Corporation

Use repeaters to duplicate individual item(s) across a single row without a particular
structure.
Use repeater tables to repeat items in a table structure, such as mailing label
information.

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Demo 4

Create a Mailing List Report

2015 IBM Corporation

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Demo 4: Create a Mailing List Report

Purpose:
You will create a mailing list for all of your sales offices. The
addresses must be listed alphabetically by county with the country
name appearing at the top. For easy readability, each page must
contain no more than three addresses across and four down.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public folders/Samples/Models/GO Data Warehouse (query)
Report Type: Repeater Table
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a repeater table.
1. From the toolbar, select New, and when prompted to save the existing report,
click No.
2. Double-click the Repeater Table template.
3. From the Toolbox tab, drag a Table into the drop zone at the top of the work
area.

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4. In the Insert Table dialog box, change the number of columns to 1, the
number of rows to 7, and then click OK.
The results appear as follows: The work area contains a two-column, three-row
repeater table containing six tables, each having one column and seven rows.
The results appear as follows:

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Task 2. Add items to the tables.


1. From the Source tab.
2. Expand Employee by region, and then drag Country into the first cell of the
first 1x7 table.
3. Drag Address 1, Address 2, City, Province or State, Postal zone, and
Country into the remaining table cells.
The results appear as follows:

When you add multiple instances of the same data item (as in this case you
added the same Country item twice) the second and subsequent items will be
numbered to show that it is a duplicate entry. An alternative would have been to
drag Country from the Data Items tab

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Task 3. List countries in alphabetical order and apply a style


to the headers.
1. Click the <Country> text item at the top of one of the tables, ensuring you
select only the text item and not the entire cell.
All of the Country items at the top of each table are selected.
2. On the toolbar, click Sort, and then click Ascending.
A Sort Ascending icon appears beside the Country item in the first table.
3. With the <Country> text item still selected, from the toolbar expand the Size
list, and then select 12 pt.
4. From the toolbar, click Bold.
The Country headers appear in bold black text.
Task 4. Change the frequency and positioning of the tables.
1. Click the Container Selector in the top left-hand corner of the Repeater
Table to select the entire container.
2. In the Properties pane, under General, change Across to 3, change
Down to 4, and then press Enter.
3. Under Positioning, double-click Table Properties, select Fixed size, and
then click OK.
4. Click the Container Selector in the top left corner of the first table to select all
of the tables.
5. In the Properties pane, under the Box section, double-click Margin.
6. In the Right margin and the Top margin text boxes, type 10, and then click
OK.
This adds the appropriate space for the printed labels.

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7. On the toolbar, click the down arrow to the right of the Run Report icon.
8. Click Run Report - PDF.
PDF would be the appropriate run output for mailing labels.
A section of the results appear as follows:

9. Close IBM Cognos Viewer.


10. Leave Report Studio open for the workshop.
Results:
You created a mailing list and added the country name at the top of
each address as a header and displayed the addresses
alphabetically by country. The addresses were displayed, with no
more than three addresses across and four down each page.

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Summary
At the end of this module, you should be able to:
group, format, and sort list reports
describe options for aggregating data
create a multi-fact query
create a report with repeated data

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CREATE LIST REPORTS

Workshop 1
Create and Format a List Report

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Workshop 1: Create and Format a List Report


You have been asked to create a list report where users can review the gross profit
generated by retailer types for each region.
To accomplish this:
Create a list report using the GO Data Warehouse (query) package.
Add the following items:
Retailer type: Retailer type
Retailers: Region
Sales fact: Gross profit
Group Retailer type.
Sort Gross profit as descending.
Aggregate Gross profit by Total.
For more information about where to work and the workshop results, refer to the
Tasks and Results section that follows. If you need more information to complete a
task, refer to earlier demos for detailed steps.

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CREATE LIST REPORTS

Workshop 1: Tasks and Results


Task 1. Create, group, and sort a list.
Toolbar: Open a new list report template without saving the previous report.
Source tab: Navigate to Sales and Marketing (query)/Sales (query).
From the Retailer type query subject, add the Retailer type query item, to
the list report object.
From the Retailers query subject, add the Region query item, to the list
report object.
From the Sales fact query subject, add the Gross profit query item, to the list
report object.
Toolbar: Group the <Retailer type> list column body.
Sort the <Gross profit>list column body in descending order.
The results appear as follows:

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Task 2. Format and summarize the list report.


Work area: Add the following report title to the header block "Gross Profit by
Retailer Type and Region".
Toolbar: Left-justify the header block (not the text item).
Change the report title font to Arial Black.
Summarize the <Gross profit> list column body, by Total.
Run the report in HTML.
A section of the results appear as follows:

Close IBM Cognos Viewer.


Close Report Studio without saving changes.
Close Internet Explorer.

You have created a list report where users can review the gross profit generated by
retailer types for each region.

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3

Focus Reports Using Filters

IBM Cognos BI

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FOCUS REPORTS USING FILTERS

Objectives
At the end of this module, you should be able to:
create filters to narrow the focus of reports
examine detail filters and summary filters
determine when to apply filters on aggregate data

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Create Filters
To narrow the focus of your report, you can create a
filter expression in three different ways:

Custom based on data item

Combined

Advanced

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Add a filter expression to focus a report and minimize processing time by excluding
unwanted data. For example, you can filter data to show only customers who placed
purchase orders that were valued at over one thousand dollars during the past year.
When you run the report, you see only the filtered data. You have the following options
to create the filter:
Custom based on data item: create a simple filter condition based on selected
values from only one data item in the query.
Combined: combine filter conditions based on selected values from multiple
data items in the query, into a single filter.
Advanced: create a filter condition that uses advanced calculations (expression
editor) based on items in the query or from the data source.

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Filter Your Data with Advanced Detail Filters


Create a detail filter to narrow your focus and report
on specific data.

Filter to show only sales revenue greater than $100,000

Expression Definition
[Revenue]>100000

Filter to show only data from January to June for the year 2012

Expression Definition
[Sales (query)].[Time].[Date] between 2012-01-01 and 2012-06-30

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When you create a filter, you define conditions around query items to report on a
specific subset of data.
A detail filter will be applied to all rows in the report.
For detail filters, filter any item in the package using the Source tab, or filter items in the
report using the Data Items tab or Queries tab. Use the Functions tab to create filter
calculations. Use the Parameters tab to use existing filters.

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Demo 1
Apply Filters to a Report

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Demo 1: Apply Filters to a Report

Purpose:
The Vice President of Sales has requested a report that shows sales
performance in each country for 2012. He wants to see the
performance for representatives in Southern Europe so he can
present an award to the top seller when he visits next month.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list.
1. Add the following query items to a new list template:
Employee by region: Country, City, First name, Last name,
Position name
Sales fact: Revenue

2. Click <Country>, Ctrl-click <City>, and then on the toolbar, click


Group / Ungroup.
3. Click <Country>, on the toolbar click Header & Footer, and then click
Create Header.
4. With <Country> still selected, on the toolbar click Delete to delete the
redundant <Country> list column body.

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5. Click the <Revenue> list column body, on the toolbar click Summarize, and
then click Total.
6. With the <Revenue> list column body still selected, click Sort from the
toolbar, and then click Descending.
7. On the toolbar, click Run Report.
A section of the results appear as follows:

8. Close IBM Cognos Viewer.


Task 2. Add a filter to show sales from 2012.

1. On the toolbar, click Filters , and then click Edit Filters.


The Filters - Query 1 dialog box appears. There are two tabs; one for creating
filters at the detail level, and one for creating filters at the summary level.

2. With the Detail Filters tab selected, click Add , click Advanced, and then
click OK.
3. In the Available Components pane, on the Source tab expand the Sales and
Marketing (query) folder, expand Sales (query), and then expand Time.

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4. Create and validate the following expression:


[Sales (query)].[Time].[Year]=2012.
Hint:
Drag Year from the Time query subject, into the Expression Definition
pane.
There are different ways of creating filters to achieve the same result:
create the expression [Sales (query)].[Time].[Date]between 2012-01-01 and
2012-12-31
create filters by adding operators and conditions to query items using SQL
syntax
5. Click OK to close the Detail Filter Expression dialog box, and then click OK
to close the Filters - Query 1 dialog box.
6. On the toolbar, click Run Report.
7. At the bottom of the page, click Bottom to navigate to the end of the report.
A section of the results appear as follows:

Only 2012 sales are included in the report. On the last page of the report, the
Overall - Total revenue is $1,495,891,100.90 for 2012.
8. Close IBM Cognos Viewer.

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Task 3. Filter data to show only Southern European countries.


The Southern European countries consist of Austria, Italy, and Spain.
1. On the toolbar, click Filters, and then click Edit Filters.
The Filters - Query 1 dialog box appears showing the detail filter you just
created. You will create another detail filter.
2. Click Add, ensure that Country is selected under
Custom based on data item, and then click OK.
3. In the Values section, ensure that Specific values is selected from the list.
Text pattern matching is also available and includes:
Starts with
Ends with
Contains
Matches SQL pattern
Advanced search options are also available.
4. From the Values list, click Austria, and then Ctrl+click Italy.

5. Click the arrow to add the items to the Selected values window.

6. Click Page down , click Spain and add it into the Selected values
window, click OK to close the Filter Condition dialog box, and then click OK
to close the Filters dialog box.

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7. On the toolbar, click Run Report.


A section of the results appear as follows:

You can see that in 2012, Italy generated the most revenue of Southern
European countries, and Sabine Grner from Austria earned the top
sales rep award.
8. Close IBM Cognos Viewer.
9. Leave Report Studio open for the next demo.
Results:
You created a report with filters to show the revenue generated by
the top sales representatives for 2012 in Southern Europe.

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Determine When to Apply a Filter with Aggregation

Before Auto-aggregation

Individual data values for Navigation


product type where revenue is
greater than $100,000

After Auto-aggregation

Summarized data values for


Navigation product type where
revenue is greater than $100,000.

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Aggregated data can show totals, averages, or other formats of summarized data.

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Demo 2
Apply a Detail Filter on Fact Data to a Report

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Demo 2: Apply a Detail Filter on Fact Data to a Report

Purpose:
You need to make a report displaying the total revenue produced by
top performing products. To create this report, you will add several
filters and examine how they affect the query.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list.
1. Add the following query items to a new list template, without saving the
previous report:
Products: Product line, Product type
Sales fact: Revenue

2. Click the <Product line> list column body, and then on the toolbar, click
Group / Ungroup.
3. Click <Revenue> list column body, on the toolbar, click Summarize, and
then click Total.

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FOCUS REPORTS USING FILTERS

4. On the toolbar, click Run Report.


A section of the results appear as follows:

The Product line data is grouped and an aggregate row displays the total
revenue generated by all product types in each product line. Notice that
Cooking Gear for the Camping Equipment product line generated
$272,835,984.18 in revenue. You will compare this number with the revenue
number generated later in Task 3.
5. Close IBM Cognos Viewer.
6. On the Explorer bar, point to Query Explorer, and then click Query 1.
7. In the Data Items pane, click Revenue.
In the Properties pane, notice that that the Aggregate Function property for
Revenue is set to Total. This is because in the layout you added an aggregate
row displaying total revenue for grouped items in the report.
8. On the toolbar, click Up, and then in the work area, click Query 1.
In the Properties pane, you notice that the Auto Group & Summarize property
for the query is set to Yes. You want to view each individual data record, so you
will change this property to No.

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9. In the Properties pane, click the Auto Group & Summarize property, and
then click No from the list.
Working in Query Explorer is further discussed in IBM Cognos Report Studio:
Author Professional Reports Advanced (v10.2.2).
10. On the toolbar, click Run Report.
Note: Do not click the Bottom navigation button as this report returns a large
amount of data and it will take a considerable amount of time to render the last
page. The order you see displayed in the results may vary, as there has been no
sorting applied.
A section of the results appears similar to the following:

The report displays separate rows for revenue generated by individual sales of
each product type.
11. Close IBM Cognos Viewer.

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FOCUS REPORTS USING FILTERS

Task 2. Apply a detail filter before auto aggregation and


examine the effects.
You want this report to include only data from individual orders of each
product type that generated more than $100,000 in revenue. You will create a
detail filter and apply it before auto aggregation.
1. On the Explorer bar, point to Page Explorer, and then click Page1.
2. On the toolbar, click Filters, click Edit Filters, and then ensure the Detail
Filters tab is selected.
3. Click Add, click Revenue from the Custom based on data item list, and then
OK.
4. Ensure that the Operator is >, and then in the Value text box, type
100000 (100 thousand).
5. Click OK, and then in the Application area, click Before auto aggregation.
6. Click OK to close the dialog box.
7. On the toolbar, click Run Report.
A section of the results appear as similar to the following:

The report now displays only data for individual sales of product types that
generated more than $100,000 in revenue.
8. In the report, click Bottom.
The total revenue generated by product type orders of over $100,000 is
$496,713,003.20.
9. Close IBM Cognos Viewer.

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10. On the Explorer bar, point to Query Explorer, and then click Query 1.
The filter that you created appears in the Detail Filters pane.
11. In the Detail Filters pane, click Revenue >100000.
In the Properties pane, the properties specified for the filter display as follows:
Definition property displays the expression you created for this filter
Usage property is set to Required
Application property is set to Before Auto Aggregation
Task 3. Set the query to group and summarize data.
You want to see only one row for sales of each product type, so you will set the
Auto Group & Summarize property for the query back to Yes.
1. On the toolbar, click Up, and then in the work area, click Query 1.
2. In the Properties pane, click the Auto Group & Summarize property, and
then in the list, click Yes.
3. On the toolbar click Run Report.
A section of the results appear as follows:

There is only one row for each product type because the query will group and
summarize the data at the lowest level of detail.

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The revenue generated by Cooking Gear is $1,863,445.82. When you ran this
report without the filter in Task 1, the revenue generated by Cooking Gear was
$272,835,984.18. The value is different because it no longer includes individual
orders that generated less than one hundred thousand dollars in revenue.
The total revenue generated by all product lines is $496,713,003.20, which is the
same as when you ran the report in Task 2 with the Auto Group & Summarize
property for the query set to No.
Since you specified that the filter was to be applied before the query will group
and summarize retrieved data, the filter will exclude the same data regardless of
whether the query retrieves data that is summarized or not summarized.
4. Close IBM Cognos Viewer.
Task 4. Apply a detail filter after auto aggregation and
observe the effects.
You want the report to display only product types for which the total revenue
for all sales is greater than ten million dollars. To achieve this, you will create a
detail filter and apply it after auto aggregation.
1. On the Explorer bar, point to Page Explorer, and then click Page1.
2. On the toolbar, click Filters, and then click Edit Filters.
3. Click Add, click Revenue from the Custom based on data item list, and then
click OK.
4. Ensure that the Operator is >, and then in the Value text box, type
10000000 (10 million).
5. Click OK, and then ensure that After auto aggregation has been selected.
6. Click OK to close the Filters dialog box.

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7. On the toolbar, click Run Report.


The results appear as follows:

Only the five product types that generated total revenue greater than ten million
display in the report.
8. Close IBM Cognos Viewer.
You decide you do want to include product types in the report even if the
aggregated revenue generated by all sales of the product type is less than ten
million dollars. However, in case you may want to use this filter in the future,
you will disable this filter instead of deleting it.
9. On the toolbar, click Filters, click Edit Filters, click Revenue > 10000000,
and then in the Usage area, click Disabled.
10. Click OK to close the dialog box.

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11. On the toolbar, click Run Report.


A section of the results appear as follows:

All product types that generated over $100,000 in revenue, in at least one order,
again appear in the report, which indicates that the second filter you added has
been disabled.
12. Close IBM Cognos Viewer.
13. On the Explorer bar point to Query Explorer, and then click Query 1.
Notice that the Revenue > 10000000 filter still appears in the query, though it is
grayed out and unavailable to the query.
14. In the Detail Filters pane, click Revenue > 10000000.
In the Properties pane, notice that, as specified, the Usage property for the filter
is set to Disabled.
15. Leave Report Studio open for the next demo.
Results:
You created a report that displayed the total revenue produced by
top performing products. You applied detail filters to the report so
that only products producing a certain amount of revenue were
displayed. You disabled a filter and viewed the effects.

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Filter Your Data with Summary Filters


Create a summary filter to filter your grouped data on
summary values.

The summary filter focuses on


Product lines that generated total
revenues greater than
$1,000,000,000

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To add a filter that will apply to groups in the report, click the Summary Filters tab in
the Filters dialog box.
When you use a summary filter, you can specify the group on which you want to filter.
When you combine detail and summary filters, be aware that the detail filter will affect
the summarized numbers that you are filtering on. Be sure to check that the results are
as expected.

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Demo 3
Apply a Summary Filter to a Report

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Demo 3: Apply a Summary Filter to a Report

Purpose:
You have been asked to create a report that focuses on product
lines that have generated revenues greater than $1 billion. You will
use a summary filter to focus on this data.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list and apply a summary filter.
1. Add the following query items to a new list template without saving the
previous report:
Products: Product line, Product type
Sales fact: Revenue

2. Click <Product line> list column body, and then on the toolbar, click
Group / Ungroup.
3. Click <Revenue> list column body, on the toolbar, click Summarize, and
then click Total.
4. On the toolbar, click Filters, and then click Edit Filters.
5. Click the Summary Filters tab, click Add, click Advanced and then click OK.

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6. Create and validate the following expression:


Total(Revenue)>1000000000
Hint:
drag Total(Revenue) from the Data Items tab
1,000,000,000 (1 billion)
7. Click OK.
8. In Scope, click the ellipsis, select the Product line check box, click OK to
close the Scope dialog box, and then click OK to close the Filters dialog box.
9. On the toolbar, click Run Report.
The results appear as follows:

Only two product lines generated total revenues greater than $1,000,000,000:
Camping Equipment and Personal Accessories.
10. Close IBM Cognos Viewer.

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11. On the Explorer bar, point to Query Explorer, and then click Query 1.
The summary filter you added appears in the Summary Filters pane.
12. In the Summary Filters pane, click [Total(Revenue)]>1000000000.
In the Properties pane, the Scope property for this filter is set to Product line.
13. Leave Report Studio open for the workshop.
Results:
You have created a report that used a summary filter to focus on
product lines that generated total revenues greater than $1 billion.

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Apply Pre-defined Source Filters


Save time and effort by applying filters published with
your source package rather than creating your own.

Pre-defined filters have been


included in the report package to
assist in report authoring.

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Summary
At the end of this module, you should be able to:
create filters to narrow the focus of reports
examine detail and summary filters
determine when to apply filters on aggregate data

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FOCUS REPORTS USING FILTERS

Workshop 1
Create a Report Focused on Top Performing Product
Types and Product Lines

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Workshop 1: Create a Report Focused on Top Performing


Product Types and Product Lines
You have been asked to create a report that displays revenue by product line and
product type. The report must show the product types that generated revenue greater
than $100 million and product lines that generated revenue greater than $400 million.
To accomplish this:
Add the following query items to a new list template:
Products: Product line, Product type
Sales fact: Revenue
Add a detail filter (After auto-aggregation) for revenue greater than $100
million.
Add a summary filter on Product line that generated total revenue greater than
$400 million.
For more information about where to work and the workshop results, refer to the
Tasks and Results section that follows. If you need more information to complete a
task, refer to earlier demos for detailed steps.

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Workshop 1: Tasks and Results


Task 1. Create a new list report and observe the results.
Toolbar: Open a new list template without saving the previous report:
Source tab: From the Products query subject add Product line and Product
type to the list report object.
From the Sales fact query subject, add Revenue to the list report object.
The results appear as follows:

Toolbar: Group <Product line>.


Summarize <Revenue> by Total.
Run the report and then observe the results for Product type Revenue totals.
A section of the results appear as follows:

Close IBM Cognos Viewer.

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Task 2. Apply a detail filter on Revenue.


Toolbar: Create a detail filter that shows revenue greater than 100,000,000 after
auto aggregation.
The results appear as follows:

Run the report and compare to the previous run.


Observe that Product line total revenues have changed and that Product types
that generated less than $100 million are not included in these totals. Outdoor
Protection is no longer included in the report because all the Product types that
belong to it generated less than $100 million.
The results appear as follows:

Close IBM Cognos Viewer.

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Task 3. Apply a summary filter on Total(Revenue).


Toolbar: Create a summary filter that shows generated revenue for each product
line greater than $400,000,000.
The results appear as follows:

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Run the report.


Observe that only Camping Equipment, Golf Equipment, and Personal
Accessories appear in the report because their Total Revenue generated was
greater than $400 million. Although Mountaineering Equipment had a total
Revenue of $409 million as seen in Task 1, when you applied the detail filter, its
total Revenue was reduced to $245 million. Therefore, Mountaineering
Equipment is filtered out of the report because the detail and summary filters
were applied together.
The results appear as follows:

Close IBM Cognos Viewer.


Close Report Studio without saving the report.
Log off IBM Cognos Connection.
Close the Web browser.

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4

Create Crosstab Reports


IBM Cognos BI

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Objectives
At the end of this module, you should be able to:
format and sort crosstab reports
create complex crosstabs using drag and drop
functionality
create crosstabs using unrelated data items

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Create a Crosstab Report


Add query items to rows and columns, and measures
to the body of the crosstab.

Query Items

Revenue 2007 2006


Golf Equipment $174,740,819.29 $230,110,270.55
Camping Equipment $352,910,329.97 $500,382,422.83

Measures

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A crosstab is a tabular display of data with data items appearing on rows and columns,
and is useful for analyzing and comparing summary data.
Crosstab edge cells have four drop zones: one on each side, one at the top of the cell,
and one at the bottom of the cell.
Use the crosstab drop zones to add items as parents, peers, or children of other items
in the crosstab.
Using crosstab drop zones, you can quickly create crosstabs using drag-and-drop
functionality.

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Add Measures to Crosstab Reports


You can add measures to either the row or column edges of
a crosstab report.
You can add a default measure that is used in cells where
the measure is not defined on the row or column edge.

Default measure Defined measure for a crosstab node

Revenue <#Quarter#> <#Order method#>


<#Quantity#> <#Quantity#>
<#Product line#> <#1234#> <#1234#> <#1234#>
<#Product line#> <#1234#> <#1234#> <#1234#>

Revenue values Quantity values

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Any data item that can be aggregated can be added to the body of the crosstab as the
measure. The measure defines the data in the report, such as revenue, quantity, or
profit margin.
The crosstab fact cells contain the measure values. Default measure is a property of the
crosstab object. If the measures of the crosstab cannot be determined by what is being
rendered on the edges, then the default measure will be rendered.
In crosstabs, you can now show values as a percentage of a summary instead of the
actual values. For example, you can show the revenue that was generated by each
product line as a percentage of the total revenue.

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Data Sources for Crosstabs


Relational models have a basic metadata structure that looks
like tables and columns in a database.
Dimensionally Modeled Relational (DMR) models are built
from relational data sources, but are modeled with a
dimensional structure (like OLAP) consisting of measures and
dimensions.
Because crosstabs use rows and columns to define the basic
structure and determine cell values, they are better suited to
dimensional reporting.

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Best practices to keep in mind when using crosstab report objects:


crosstabs are, by design, a dimensional reporting object
insert the query items you wish to view in the rows and columns to focus the
report rather than using filters
filters in a crosstab may cause unpredictable results and should be used only
when necessary
crosstabs can be used in relational data reporting, but take care to maintain
predictable results

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CREATE CROSSTAB REPORTS

Demo 1

Create a Simple Crosstab Report

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Demo 1: Create a Simple Crosstab Report

Purpose:
You want to create and format a report to show revenue generated
by order method for each year. You want to see yearly trends in
sales for each order method.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public folders\Samples\Models\GO Data Warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a crosstab.
1. Open a new Crosstab template without saving any previous report.
2. From the Source tab, add the following query items to the new crosstab report
object:
Rows:
Products: Product line
Columns:
Order method: Order method type
Measures:
Sales fact: Revenue

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3. On the toolbar, click Run Report.


The results appear as follows:

Your report shows the revenue generated for each product line by each order
method. You want to add relevancy to the revenue items by adding years to the
report to compare revenue generated in each year.
4. Close IBM Cognos Viewer.
Task 2. Add Year to the crosstab report and sort on Year.
1. Expand the Time query subject, and then drag Year to Columns nested under
<#Order method type#> as a child or nested cell.

2. Click the <#Year#> column title.


3. From the toolbar, click Sort, and then click Ascending.
4. On the toolbar, click Run Report.
Your report is very wide. When consumers are viewing the report, they will
always have to scroll horizontally. You can swap the rows and columns to make
it easier for consumers to read the report.
5. Close IBM Cognos Viewer.

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6. On the toolbar, click Swap Rows and Columns .


7. On the toolbar, click Run Report.
8. Click Page down to view the rest of the report.
The results appear as follows:

Your report shows that Web sales have been increasing while Telephone sales
have been decreasing. (Be aware that the 2013 values are based on only 7
months of data, not 12 months of data like the others)
9. Close IBM Cognos Viewer.
10. Leave Report Studio open for the next demo.
Results:
You created and formatted a report to show revenue generated by
order method for each year. The report displayed yearly trends in
sales for each order method.

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Create Complex Crosstab Reports


Crosstab drop zones let you create a wide variety of
crosstab layouts to meet your business requirements.
Add Region as a peer of Product line

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To add a second item as a peer below an existing item, drop the new item below the
bottom instance of the item on the row edge. To add a second item as a peer above the
existing item, drop the new item above either instance of the item on the row edge.
To add a second item as a peer to the right of the existing item, drop the new item to
the right of the far right instance of the item on the column edge. To add a second item
as a peer to the left of the existing item, drop the new item to the left of either instance
of the item on the column edge.

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Create Crosstab Nodes and Crosstab


Node Members
When you add items to crosstabs, you create crosstab
nodes and crosstab node members.
This crosstab node contains two crosstab
node members: Region and City.

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The row and column edges of a crosstab are composed of sets of crosstab nodes. A
crosstab node contains one crosstab node member, as well as any crosstab node
members nested under it.
Each crosstab node member refers to a data item.
Crosstab nodes and crosstab node members let you easily create and modify complex
crosstabs.

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Demo 2

Create Complex Crosstab Reports

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Demo 2: Create Complex Crosstab Reports

Purpose:
Management needs you to create a crosstab report for users to
analyze the revenue generated and the quantity sold for different
order methods. You will add data to examine the revenue generated
by different order methods in the countries where your products are
sold. You will also add order year data to the report and explore the
flexibility of layout options using the crosstab drop zones.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public folders\Samples\Models\GO Data Warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a crosstab report.
1. Open a new Crosstab template without saving the previous report.
2. From the Source tab, add the following query items to the new crosstab report
object:
Rows:
Products: Product line
Columns:
Order method: Order method type

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Task 2. Nest on a crosstab edge.


You want to examine the revenue generated and quantity sold by each order
method for each product line. To do this, you will nest both of these measures
in the rows of the report.
1. From the Source tab, expand Sales fact, and then drag Revenue to the Rows
area as a child of <#Product line#>.

Revenue is nested in the Product line rows of the crosstab.


The results appear as follows:

You also want to nest Quantity in the Product line rows.

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2. From the Source tab, from Sales fact, drag Quantity to the Rows area as a
peer of <#Revenue#>.

Both Revenue and Quantity are now nested in the Product line rows of the
crosstab.
The results appear as follows:

3. On the toolbar, click Run Report.


A section of the results appear as follows:

You can analyze the revenue generated and the quantity sold by each order
method for each product line.
4. Close IBM Cognos Viewer.

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Task 3. Add items as peers on a crosstab edge.


You are also interested in how revenue generated by different order methods
varies from country to country.
1. From the Source tab, expand Employee by region, and then drag Country to
the Rows area as a peer of <#Product line#>.

Both Product line and Country now appear on the row edge of the crosstab.
The results appear as follows:

Country has no measure associated with it, since Revenue and Quantity are
children of Product line only.

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2. From the Data Items tab, drag Revenue to the Rows area as a child of
<#Country#>.
The results appear as follows:

Revenue is nested within the Country rows of the crosstab.


The results appear as follows:

3. On the toolbar, click Run Report.


You can examine the revenue generated by each order method in different
countries as well as the revenue generated and the quantity sold by each order
method for each product line.
4. Close IBM Cognos Viewer.
You now want to examine data for years and order methods. To do this, you
will add Year to the column edge of the crosstab.

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5. From the Source tab, expand Time, and then drag Year to the left of
<#Order method type#> in the Columns area of the crosstab.
The results appear as follows:

Both Year and Order method appear on the column edge of the crosstab.
The results appear as follows:

6. Click the <#Year#> column header.


7. On the toolbar, click Sort, and then click Ascending.

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8. On the toolbar, click Run Report.


A section of the results appear as follows:

You can examine revenue generated and quantity sold for your product lines as
well as by different order methods. You can also examine the revenue generated
in different countries by different order methods. For example, you can see that
no Mountaineering Equipment was sold in 2010.
9. Close IBM Cognos Viewer.
10. Leave Report Studio open for the next demo.
Results:
You created a report that displayed revenue generated and quantity
sold by your product lines in different years and by different order
methods. The report also displayed the revenue generated in
different countries in different years and by different order methods.
You explored the flexibility of layout options using the crosstab
drop zones.

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Format Crosstab Reports


You can specify formatting for cells displaying data for
a specific row or column edge item, such as Product
line or Region.

Gross profit 2007


Personal Accessories 186,535,159.07 Bold, Blue

Asia Pacific 118,203,277.67 Bold, Italic,


and Green

No formatting applied Formatting applied to


Crosstab Fact Cells

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Add Unrelated Items to Crosstabs Edges

You can create discontinuous crosstabs that have


unrelated data in the row and column edges.
Node Nodes

Node

Nodes

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Creating discontinuous crosstabs lets you present a wide variety of information in one
report and customize the way it is displayed.
If you want items on the edges of your crosstab to be discontinuous (contain different
nested items), you can turn on the Create crosstab node option. This can be found
under the Structure menu item.
If you want items on the edges of your crosstab to be related (contain the same nested
items), you can turn off the Create crosstab node option.

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Demo 3
Sort and Format a Crosstab Report

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Demo 3: Sort and Format a Crosstab Report

Purpose:
Sales Managers want you to create a crosstab report with data in
which users can easily understand the sort order and can
distinguish between data based on appearance. The report should
show revenue for each year of operation for each Product type
within each Product line. In the same crosstab, you want to display
Revenue for each Branch Region.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create and sort a crosstab.
1. Open a new Crosstab template without saving the previous report.
2. From the Source tab, add the following query items to the new crosstab report
object:
Rows:
Products: Product line
Employee by region: Branch region as a peer of <#Product line#>.
Columns:
Time: Year
Measure:
Sales fact: Revenue
The results appear as follows:

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3. On the column edge, click <#Year#>.


4. On the toolbar, click Sort, and then click Ascending.
5. On the row edge, click<#Product line#>.
6. On the toolbar, click Sort, and then click Ascending.
Task 2. Format the crosstab and perform advanced sorting.
1. On the row edge, right-click <#Product line#>, and then click
Select Member Fact Cells.

2. On the toolbar, click Foreground Color , and then click Blue.


3. On the row edge, click <#Branch region#>, and then in the Properties pane,
under Data, double-click the Sorting property.
4. In the Sorting box, from the Data items pane, drag Revenue to the Sort List
pane, and then double-click the Revenue item that you just added to change
the sort order from ascending to descending.
5. Click OK.
6. On the column edge, click <#Year#>.
7. On the toolbar, click Summarize, and then click Total.
Task 3. Add aggregate data to the crosstab.
1. From the Source tab, under Products, drag Product type to the Rows as a
child of <#Product line#>.
The results appear as follows:

2. On the row edge, click <#Product type#>.


3. On the toolbar, click Summarize, and then click Total.

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4. On the row edge, click Total, in the Properties pane, under Text Source, click
the Source Type property, and then from the list, click Data Item Value, if
not already selected.
5. In the Properties pane, click the Data Item Value cell, and then in the list,
click Product line.
6. On the toolbar, click Run Report.
7. Click Page down to view the rest of the report.
A section of the results appear as follows (you may need to go to the next page):

8. Close IBM Cognos Viewer.

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Task 4. Examine crosstab nodes and crosstab node


members.
1. On the row edge, click the <#Product line#> row, and then drag it below the
<#Branch region#> row.
The results appear as follows:

This moves only the Product line node member. You wish to move the entire
Crosstab node.
2. On the toolbar, click Undo.
3. On the row edge, ensure <#Product line#> is selected.
4. In the Properties pane, click Select Ancestor, and then click Crosstab Node.
5. In the crosstab, drag <#Product line#> below <#Branch region#>.
The results appear as follows:

6. Leave Report Studio open for the workshop.


Results:
You have created a crosstab report with data in which users can
easily understand the sort order and can distinguish between data
based on appearance. The report now shows revenue for each year
of operation for each Product type within each Product line. In the
same crosstab, you have displayed Revenue for each Branch
Region.

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Summary
At the end of this module, you should be able to:
format and sort crosstab reports
create complex crosstabs using drag and drop
functionality
create crosstabs using unrelated data items

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CREATE CROSSTAB REPORTS

Workshop 1
Present Unrelated Items in a Crosstab using a
Discontinuous Crosstab

2015 IBM Corporation

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Workshop 1: Present Unrelated Items in a Crosstab using a


Discontinuous Crosstab
The sales managers have asked you to create a report showing revenue and quantity for
each product line by year and quarter. The report should show revenue and quantity
data for each sales region and they should be formatted in different colors to be more
easily distinguished, blue for revenue and red for quantity. Since the report will have
rows with unrelated data, you will be creating a discontinuous crosstab report.
To accomplish this:
Open a new crosstab template using the GO Data Warehouse (query) package.
Add the following query items to the new crosstab report object:
Rows:
Products: Product line,
Time: Year (below Product line as a peer),
Time: Quarter (nested to the right of Year as a child)
Columns: Employee by region: Branch region
Sales fact: Revenue and Quantity (nested under Branch region as children)
Sort <#Branch region#> as ascending.
Sort <#Product line#> as ascending.
Sort <#Year#> as descending.
Format <#Revenue#> Member Fact Cells with a Blue foreground color.
Format <#Quantity#> Member Fact Cells with a Red foreground color.

For more information about where to work and the workshop results, refer to the
Tasks and Results section that follows. If you need more information to complete a
task, refer to earlier demos for detailed steps.

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CREATE CROSSTAB REPORTS

Workshop 1: Tasks and Results


Task 1. Create a discontinuous crosstab.
Toolbar: Open a new Crosstab template without saving the previous report.
Source tab: Add Product line to the rows of the crosstab report object.
Add Branch region to the columns of the crosstab report object.
Add Year to the rows as a peer of <#Product line#>.
Add Quarter to the rows as a child of <#Year#>.
Add Revenue as a nested column under <#Branch region#>.
Add Quantity to the columns as a peer of <#Revenue#>.
Toolbar: Sort the <#Branch region#> column ascending.
Sort the <#Product line#> row ascending.
Sort the <#Year#> row descending.
The results appear as follows:

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Task 2. Apply formatting to the crosstab fact cells.


Toolbar: Set the Foreground Color for the <#Revenue#> Member Fact
Cells to Blue.
Set the Foreground Color for the <#Quantity#> Member Fact Cells to
Red.
Run the report.
The results appear as follows:

Close IBM Cognos Viewer.


Close Report Studio.
Close the Web browser.

You have created a report that shows revenue and quantity for each product line by
year and quarter. The report shows revenue and quantity data for each sales region.
You have created create a discontinuous crosstab report that shows rows of unrelated
data. You have formatted the measure columns in different colors to be more easily
distinguished.

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5

Present Data Graphically

IBM Cognos BI

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Objectives
At the end of this module, you should be able to:
create charts containing peer and nested columns
present data using different chart type options
add context to charts
create and reuse custom chart palettes
introduction to visualization
present key data in a single dashboard report

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Create a Chart Report

Measures Series

Categories

2015 IBM Corporation

The chart user interface lets you format and customize different objectives in charts.
Data can be displayed graphically to effectively show comparisons, relationships, and
trends using one or more of the available chart types.
The IBM Cognos BI v10.2.2 release includes two charting engines. Users can switch
between the legacy chart engine and the default chart engine. The legacy chart engine is
no longer the default. Default chart authoring allows you to create several types of
standard charts. The chart authoring feature offers rich, visually-appealing charts with
additional options to enhance them.
The features and benefits of each chart type are displayed at the bottom of the Insert
Chart dialog box when you click a chart type. Many chart aspects can be customized
including the title, the axes, 2D and 3D properties, and adding baselines.

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Different Chart Options


Default and Legacy Charts

Default Charts Legacy Charts

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IBM Cognos Report Studio includes a default chart technology. You can continue to
use and work with the legacy charts or upgrade your legacy charts to the default charts.
The new default chart technology provides a greater and more updated list of chart
types and options for presenting your data in a meaningful way.

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Create Charts Containing Peer and Nested Items

Year added as a
peer of Region

Product type
nested as a child
of Product line

2015 IBM Corporation

You can use chart drop zones to add items as parents, peers or children of other items
in the chart, allowing you to quickly create and customize charts to meet your business
needs.
Since multiple items are often added to the vertical axis of a chart, the Series area of
chart types contains an additional drop zone that can be used to create peer unions
between items.
Even though there is no additional drop zone shown for the horizontal axis, you can
create peer unions between items on the horizontal axis.

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Create and Reuse Custom Chart Palettes

2015 IBM Corporation

Patterns are especially useful when users print charts in black and white.
You can create a chart palette that contains only patterns, or you can create a palette
that contains a combination of patterns, colors, and gradients.
To reuse a custom palette, copy the palette to the clipboard and then paste the palette
into a different chart report.
If you create a custom chart palette, to save time, you can copy the palette from one
chart, and then paste it into different charts.
When using patterns in charts, the chart displays best when you include borders for
chart elements such as the bars or pie slices.
There is a ready-made Patterns palette that report authors can select when defining
chart palettes.
You can change the foreground and background colors for patterns in the palette. For
example, you could change the foreground color of a pattern to white and the
background of the pattern to black.

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Add Data-driven Baselines and Markers to Charts

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To help consumers analyze data, you can add data-driven baselines to charts.
Baselines help report consumers to quickly identify target or threshold values in charts.

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Demo 1
Create and Format a Chart Report

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Demo 1: Create and Format a Chart Report

Purpose:
You will create a combination chart displaying yearly revenue
generated by different regions, product lines. You want users to
easily distinguish between regional data and yearly data. Because
this report will be printed in black and white, you will create a
custom palette for the chart and then reuse it for the second series
chart. You will add baselines for this chart to display the mean, and
plus or minus one standard deviation.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Report Type: Blank
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the combination chart.
1. On the Tools menu, click Options, click the Advanced tab, ensure the Use
legacy chart authoring check box is cleared, and then click OK.
2. On the toolbar, click New without saving any previous reports, click Chart,
and then click OK.
3. From the left pane, click Combination, click Stacked Bar and Stacked Area

from the right pane, and then click OK.

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4. From the Source tab, add the following query items to the new chart report
object:
Default measure (y-axis) drop zone:
Sales fact: Revenue
Categories (x-axis) drop zone:
Products: Product line
Series (primary axis) drop zone:
Retailers: Region

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Task 2. Combine area and bar charts in a single presentation.


You want the Region to appear as an area clustered chart rather than an area
stacked chart.
1. In the work area, in the Series (primary axis) area of the chart object, click the
chart icon for <#Region#>.
2. In the Properties pane, under General, click the Series Type property and
then click Clustered from the list.
You also want to add a clustered bar chart to display the revenue generated for
each product line by year.
3. From the Source tab, expand Time, and then drag Year to the Series
(primary axis) drop zone beneath that series drop zone for <#Region#>.
4. Click the chart icon for the <#Year#> series.
5. In the Properties pane, under General, click Series Type and then click
Clustered from the list.
The results appear as follows:

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6. On the toolbar, click Run Report.


The results appear as follows:

Both the region and the year data appear on the chart, however it is difficult to
see the values of the different regions. The chart can be customized further in
order to provide a better view of the data.
7. Close IBM Cognos Viewer.
8. In the Series area, click the <#Region#> text, on the toolbar, click Sort, and
then click Ascending.
9. In the Series area, click the <#Region#> chart icon, in the Properties pane,
under Box, click Borders, and then select Show.
10. In the Series area, click the <#Year#> text, on the toolbar, click Sort, and
then click Ascending.
11. In the Series area, click the <#Year#>chart icon, in the Properties pane,
under General, select Bar Shape and then click Cylinder.
12. Click the chart background, in the Properties pane, under General, beside
Depth, from the list, click 75.

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13. On the toolbar, click Run Report.


The results appear as follows:

The year data appears as a bar chart and the region data appears as an area
chart. This allows the yearly revenue generated by each product line to be
compared with the revenue generated by each region.
14. Close IBM Cognos Viewer.
Task 3. Format an axis title.
1. In the chart area, expand Axis titles.
2. Click (Default Category Axis Title).
3. From the Properties pane, under General, change Default Title to No.
4. Click the chart background to remove focus from the axis title area.
5. Double- click Double-click to edit text to open the Text dialog box.
6. In the Text dialog box, type Product Lines -Total Revenue: press the space
bar, and then click OK.
7. Repeat steps 2-6 to add the title Revenue by Year and Region to the Primary
Axis Title.

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8. From the Toolbox tab, drag a Query Calculation to the end of the text in the
horizontal axis title drop zone.

Note: Insert a query calculation into your report to add a new row or column
with values that are based on a calculation.
Insert a layout calculation to add run-time information, such as current date,
current time, and user name.
9. In the Name box, type Total Revenue for Product Lines, and then create
and validate the following expression:
total([Revenue])
Hint: Drag Revenue from the Data Items tab.
10. Click OK to close the dialog box.

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11. On the toolbar, click Run Report.


The results appear as follows:

The total product line revenue displays under the horizontal axis.
12. Close IBM Cognos Viewer.

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Task 4. Create a custom palette (optional).


Tasks 4-6 are optional; however they must all be done or not done at all.
Because this chart will be printed in black and white, you will create a custom
palette that uses the Gray Scale palette and patterns.
1. Click the <#Region#> series chart icon, in the Properties pane, under Color
& Background, double-click the Palette property.

2. In the Chart Palette Presets list, click Gray Scale.


You want to add some patterns to the palette so that there are enough palette
entries for all the items in your chart.

3. In the left pane, click New , in the Fill type list, click Pattern, change the
Default and Foreground Color to the basic Color Black, and then change the
Background Color to White.
A new pattern entry (horizontal line) is added to the palette.
You will now add four additional entries.

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4. Click New, in the Fill type list, click Pattern, in the Pattern pane, click the
second option (vertical lines), change the Default and Foreground Color to
Black, and then change the Background Color to White.
The results appear as follows:

5. With the new vertical line pattern still selected in the left pane, click
Move Down to move the new pattern below the second gray scale entry.

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6. Repeat steps 4 and 5 to add these three additional patterns to the palette:

7. For the last pattern, click Move Up until the new pattern (hash marks),
that you just added, appears at the top of the list of palette entries.
The results appear as follows:

8. Click OK to close the Palette dialog box.

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9. On the toolbar, click Run Report.


The results appear as follows:

10. Close IBM Cognos Viewer.

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Task 5. Reuse the custom palette (optional).


You want to reuse the custom palette that was just created for the Year series
bar chart.
1. With the <#Region#> series still selected, in the Properties pane, under
Color & Background, double-click the Palette property.

2. Click Copy Palette , and then click OK.


3. Select the <#Year#> series icon, and then in the Properties pane, under
Color & Background, double-click the Palette property.

4. In the Palette dialog box, click Paste Palette , and then click OK.
5. With the <#Year#> series chart icon still selected, in the Properties pane,
under General, change the Bar Shape property to Rectangle.
6. On the toolbar, click Run Report.
The chart uses the new custom palette for both of the series charts.
The results appear as follows:

7. Close IBM Cognos Viewer.

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Task 6. Add baselines to the chart.


1. Click the chart background, and then in the Properties pane, under Chart
Annotations, double-click the Numeric Baselines property.
You will add a baseline to display the mean revenue based on year.
2. In the Baselines dialog box, click New, and then in the list, click Mean.
3. Ensure that the following properties are set as follows:
Based on: Year, Year
Number of standard deviations: 0
Baseline Label: Mean
Line Styles: Weight: 2 px, Color: Blue
4. Click OK to close the Line Styles dialog box.
You will add a baseline to display a +1 standard deviation from the mean
revenue based on Year.
5. In the Baselines dialog box, click New, and then in the list, click Mean.
6. Ensure that the following properties are set as follows:
Based on: Year, Year
Number of standard deviations: 1
Baseline Label: Mean + 1 STD Deviation
Line Styles: Weight: 2 px, Color: Green

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7. Click OK to close the Line Styles dialog box.


You will add a baseline to display a -1 standard deviation from the mean
revenue based on Year.
8. In the Baselines dialog box, click New, and then in the list, click Mean.
9. Ensure that the following properties are set as follows:
Based on: Year, Year
Number of standard deviations: -1
Baseline Label: Mean - 1 STD Deviation
Line Styles: Weight: 2 px, Color: Red
10. Click OK to close the Line Styles dialog box.
The results appear as follows:

11. Click OK to close the Baselines dialog box.

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12. On the toolbar, click Run Report.


The results appear as follows:

The chart uses a custom palette and displays the baselines you specified.
13. Close IBM Cognos Viewer.
14. Leave Report Studio open for the next demo.
Results:
You created a report using a combination chart to display revenue
generated in different regions as an area chart, and a bar chart
displaying revenue generated for different years. You added data to
the horizontal axis title displaying the total revenue generated by all
product lines and created a custom palette for the region area chart.
You then reused this palette for the year bar chart, and then added
data-driven baselines to this chart.

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Compare Values and Highlight Proportions


Using Gauge Charts and Pie Charts

Gauge Chart Pie Chart

2015 IBM Corporation

Gauge charts are useful for comparing values between a small number of variables.
A gauge chart plots a data series against a measure using a dial or gauge for the
measure, and needles or indicators for the series members.
Pie charts highlight data proportionally against a measure, allowing for quick
identification of major performers.

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Demo 2

Create a Gauge Report and a Pie Chart Report

2015 IBM Corporation

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Demo 2: Create a Gauge Report and a Pie Chart Report

Purpose:
You want to create a chart for users to quickly compare how
different product lines are selling. You would also like to see this
data represented proportionally. A gauge chart is a good way to
show comparisons between multiple variables, while a pie chart will
show the data proportionally.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: Gauge Chart with Beveled Border
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a gauge chart.
1. Open a new Chart template without saving the previous report.
2. From the left pane click Gauge, and then click OK to accept the default
selection.
3. From the Source tab, add the following query items to the new list report
object:
Default measure drop zone:
Sales fact: Revenue
Categories (gauges) drop zone:
Time: Year
Gauge Axes drop zone:
Products: Product line

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4. Double-click the report title text, type Revenue by Product Line and then
click OK.
5. Click the block surrounding the report title, and then click Left.
6. In the Properties pane, under Positioning, double-click the Size & Overflow
property, in the Width box, type 500, and then click OK.
7. Click the chart background, and then in the Properties pane, under
Positioning, double-click the Size & Overflow property.
8. In the Width and Height boxes, type 500, and then click OK.

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Task 2. Modify the axis labels and gauge properties.


1. Click the Axis Labels , on the toolbar change the Foreground
Color to Black, and then click Bold.
2. Click the chart background.
3. In the Properties pane, under General, double click the Gauge Border
property, change Color to Navy, and then click OK to close the Color dialog
box.
4. Click OK to close the Gauge Border dialog box.
5. Under Color and Background, double click Dial Face Fill.
6. From Fill type, select Linear Gradient, under Colors, click the first color
option, and then click Color.
7. Click the Color Swatch tab, click #CCCCCC (10th row, 11th column), and then
click OK.
8. Under Colors, click the second color option, and then click Color.
9. Click the Color Swatch tab, click #CCFFFF (10th row, last column), and then
click OK.

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10. In the Position box type 50.


The results appear as follows:

11. Click OK to close the Fill Effects dialog box.

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Task 3. Modify the arc colors.


1. Click the Gauge Axes icon for <#Product line#>, in the Properties pane,
under Color & Background, double-click the Gauge Axis Colors property.
To indicate product lines that are selling poorly, the low end of the arc will
appear in red.
2. In the Gauge Axis Colors dialog box, click the top color, and then click Color.
3. In the Basic Colors tab, click Red, and then click OK.
4. In the Gauge Axis Colors dialog box, click the middle color, and then click
Color.
5. In the Basic Colors tab, click Yellow, and then click OK.
6. Ensure the center color (yellow) in the list is selected, and then change the
position percentage to 50%.
7. In the Gauge Axis Colors dialog box, click the bottom color, and then click
Color.
8. In the Basic Colors tab, click Green, and then click OK.
9. Click OK to close the Gauge Axis Colors dialog box.
10. On the toolbar, click Run Report.
A section of the results are as follows:

11. Close IBM Cognos Viewer.

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Task 4. Create a pie chart.


1. Click New without saving the previous report.
2. Double click Chart, and then click Pie, Donut.

3. Click Pie with 3-D Effects and Rounded Bevel , and then click OK.
4. Add the following query items to the chart:
Default measure: drop zone:
Sales fact: Revenue
Series (pie slices): drop zone:
Products: Product line
Task 5. Set the properties of the chart.
1. Click the chart background.
2. In the Properties pane, under General, double-click the Exploded Slices
property, click Add, and then change the Slice number to 2.
3. Click OK to close the Exploded Slice dialog box.
4. Click OK to close the Exploded Slices dialog box.
5. In the Properties pane, under Box, change Borders to Show.
6. In the Properties pane, under Color & Background double-click Palette.
7. From the Chart Palette Presets, click Dynamic and then OK.
8. Double-click the report title text, type Revenue by Product Line and then
click OK.
9. Click the header block, and then click Left.

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10. From the toolbar, click Run Report.


11. Move the cursor over the expanded green slice to view the tooltip.
The results are as follows:

12. Close IBM Cognos Viewer.


13. Leave Report Studio open for the next demo.
Results:
You have created a gauge chart for users to quickly compare how
different product lines are selling. You have also created a pie chart
to show the data proportionally.

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Display Items on Separate Axes

Axis for
Revenue

Axis for
Quantity

2015 IBM Corporation

You can improve the clarity of charts by displaying values for different items on
separate axes.
Using separate axes is useful when the value ranges for different items displayed in the
chart are significantly different.

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Demo 3: Show the Same Data Graphically and Numerically

Purpose:
You want to create a report that shows revenue and quantity by
Product line and Region. You want the report to focus on Camping
Equipment, Mountaineering Equipment, and Personal Accessories
sales for the three European sales regions. You will build a crosstab
report and add a combination chart that reports on the same
information. You will add a microchart to the crosstab for a quick
overview of specified regions and product lines.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Add query items to a new crosstab.
1. Open a new Crosstab template without saving any previous report.
2. From the Source tab, add the following query items to the new crosstab report
object:
Rows:
Retailers: Region
Columns:
Products: Product line
Sales Fact: Revenue and Quantity (nested under Product line)

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Task 2. Create a combination chart.

1. On the toolbar click Insert Chart .


2. Click More, in the left pane click Combination, and then click OK to accept
the default Clustered Bar and Clustered Line chart.
A new chart is added and populated based on the crosstab.
3. On the toolbar, click Run Report.
You can see in the combination chart that the top revenue generating region is
Americas. The crosstab provides the exact numbers and provides detail to what
is seen graphically in the chart.
4. Close IBM Cognos Viewer.
You want the chart to use the same query as the crosstab and to show the
Revenue and the Quantity on separate y axes.
Task 3. Show two measures on different y axes.
1. Click the chart background, in the Properties pane under Data, click Query2,
and then change it to Query1 from the list.
2. From the Properties pane, under General, double-click Combinations.
3. Select the Secondary Axis check box, and then click Edit.
4. Click Line, click OK to close the Combination Element dialog box, and then
OK to close the Combinations dialog box.
5. From the Series (primary axis), drag Region from the Line chart type to the
Series (secondary axis), and then drag Quantity under Region.

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6. Click the now empty Line chart type under Series (primary axis) and then click
Delete on the tool bar.
The results appear as follows:

7. On the toolbar, click Run Report.


The results appear as follows:

This chart may be too complicated for your consumers to read clearly. In
Task 4 you will add filters to report only on Camping Equipment,
Mountaineering Equipment, and Personal Accessories in the three European
regions.
8. Close IBM Cognos Viewer.

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Task 4. Add filters to focus the data.


1. Click the combination chart to select it.
2. On the toolbar, click Filters, and then click Edit Filters.
3. Click Add, Click Combined, and then click OK.
4. From the Create Filter list, ensure Region is selected, and then click OK.
5. Under the Values area, click Northern Europe, Ctrl+click Central Europe,
and Southern Europe, and then click the green arrow to add them to the
Selected values pane.
6. Click OK.
7. Click Add, click Product line from the Create Filter list, and then click OK.
8. Under the Values area, click Camping Equipment, Ctrl+click
Mountaineering Equipment, and Personal Accessories, and then click the
green arrow to add them to the Selected values pane.
9. Click OK to close the Filter Condition dialog box, click OK to close the
Combined Filter dialog box, and then click OK to close the Filters dialog
box.

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10. On the toolbar click Run Report.


The result appears as shown below:

11. Close IBM Cognos Viewer.

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Task 5. Add a microchart to the crosstab to preview data in a


chart.
1. In the crosstab, right-click <#Region>, and then click Insert Chart for Row
Data.
2. In the left pane, click Microchart, and then click OK to accept the default Line
microchart.
3. In the Categories (x-axis) section of the chart, drag <#Revenue> to the
Default Measure (y-axis).
4. In the Categories (x-axis) section of the microchart, click Quantity and then
click Delete.
The results appear as follows:

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5. On the toolbar, click Run Report.


The results appear as follows:

6. Close IBM Cognos Viewer.


7. Leave Report Studio open for the next demo.
Results:
You created a combination chart with two measures on different Y
axes and then added a crosstab to see product line sales revenue
and quantity by region. You focused on Camping Equipment,
Mountaineering Equipment, and Personal Accessories sales for the
three European sales regions. You added a microchart to the
crosstab for a quick overview of product line revenue for all regions
specified.

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Customize Charts

Apply a
graduated
background

Add notes

Rename
axes Display tool tips

2015 IBM Corporation

Custom elements such as color schemes, rescaling of axes numbers, renaming axes, and
displaying details can enhance reports.
Fills and Background customization can greatly enhance the visual appeal of charts.
Tool tips are available by default, and provide additional information while adding a
level of interaction to the chart.
Notes can hide whatever is under them, so it is important to properly position them in
the chart so as to not block important information.

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What is RAVE
RAVE: Rapidly Adaptive Visualization Engine
globalized and accessible
uses visJSON language to describe visualization
flexible and extensible
interacts with animations

Visualization
Language
RAVE
Engine

2015 IBM Corporation

The Rapidly Adaptive Visualization Engine (RAVE) is being used to enable advanced
visualization technology in many different IBM projects and products today.
It is not a traditional charting engine with pre-defined chart types (such as column, and
pie charts). Rather, it is a general purpose visualization engine that can produce both
traditional and new charts and visualizations.
RAVE does not describe charts by type (barchart, linechart, histogram , and so
on) but by mapping. For example:
bar chart - basic 2D coordinates, categorical x numeric displayed with intervals
dropped from locations
line chart - basic 2D coordinates, any x numeric displayed with lines
connecting locations
RAVE supports statistical operations (such as. sum, count), and styling (such as color).
The grammar-based approach provides flexibility: new charts, or chart attributes, can
be added without requiring a new product binary. The declarative language for
visualizations (charts, interactivity, events, etc.), is a cross-IBM standard.

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Visualization
Visualization is:
intuitive
immediate
language-independent

2015 IBM Corporation

Visualization exploits the human visual system to provide an intuitive, immediate and
language-independent way to view and show your data. It is an essential tool for
understanding information. Visualization can play a key role by making the individual
analytic components understandable and by tying them together into a comprehensible
big picture.
Visualizations provide an empowering technology that delivers context to raw data and
maximize the perspective of the data.

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Demo 4
Display Visualizations

2015 IBM Corporation

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Demo 4: Display Visualizations

Purpose:
You have been asked to create a report that compares multiple key
performance indicators for all product lines. Users need to be able
to quickly identify product line performance. You will use a
visualization that was made available in the portal Library to
accomplish this task.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: Blank
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Select a visualization.
1. Open a new Blank template without saving any previous reports.
2. From the Toolbox tab, drag a Visualization object to the right pane.
The Visualization Gallery displays the visualizations which are available in the
portal Library:

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You could directly click the visualization that you want, from those available in
the center panel, but if you have many items to choose from, you will want to
filter on a specific type to make it easier to find.
3. In the Refine by pane, select the Network (2) check box.
The number displayed for each type, indicates how many visualizations tagged
with that type are available in the gallery. Notice how two network diagrams are
available in the center pane.
4. In the Refine by pane, select the Treemap (2) check box.
There are now network diagrams and treemaps available, and all other
visualization types have been filtered from the view.
5. In the Refine by pane, click Clear all.
All filters have been removed, and all visualizations are displayed in the center
pane.
6. In the Refine by pane, select the Bubble (1) check box , and then in the center
pane, ensure that the Packed bubble is selected by default.
Notice the description of the visualization in the right pane.
7. Click OK to open the visualization.
You could have also clicked directly on Packed bubble in the center pane,
instead of filtering it first.

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Task 2. Populate the packed bubble visualization and run the


report.
1. Click OK to accept the default values for the Object and Query Names
dialog box.
The page displays a preview of the Packed bubble chart visualization:

2. Click on the visualization background, and then notice the available properties
in the Properties pane.
Other properties can be made available by using the Visualization Customizer
tool. The tool allows you to create properties that are needed in Report Studio
to further customize the report.

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The results appear as follows:

3. From the Source tab, add the following query items to the visualization report
object:
Values: Size
Sales fact: Quantity
Categories: Series
Sales fact: Planned revenue, Revenue, and Gross profit
Categories: Bubbles
Products: Product line
A section of the results appear as follows:

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4. On the toolbar, click Run Report, and then hover the mouse cursor over one
of the bubbles.
The results will appear similar to the following:

In this visualization, you can very quickly identify that Personal Accessories
came close to its planned revenue goal and had the greatest gross profit.
However, you would need an additional detail report to accurately identify the
revenue achieved and to compare planned revenue with actual revenue.
5. Close IBM Cognos Viewer.
6. Leave Report Studio open for the workshop.

Results:
You used IBM Cognos Report Studio to create a packed bubble
chart report, based on an imported visualization that was made
available in the Library. You also successfully added data to the
visualization, and ran the report to display the results .

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Summary
At the end of this module, you should be able to:
create charts containing peer and nested columns
present data using new chart type options
add context to charts
create and reuse custom chart palettes
introduction to visualization
present key data in a single dashboard report

2015 IBM Corporation

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Workshop 1
Create a Dashboard Report

2015 IBM Corporation

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Workshop 1: Create a Dashboard Report


You are Frank Bretton, a report author, and have been asked to create an interactive
report that lets users examine a variety of important sales data in one view. To do this,
you will create a dashboard report that contains a gauge chart that compares the gross
profit of each product line by region, a combination chart that shows revenue earned
by each product line by retailer type and region on separate axis, and finally a crosstab
report that shows the gross margin of each product line by year and region.
To accomplish this:
Using the GO Data Warehouse (query) package, the Sales and Marketing (query)
folder, and the Sales (query) namespace, add a gauge chart, a combination chart,
and a crosstab to a blank report template.
Create a gauge chart (Gauge Chart with Bevelled Border) with Gross profit,
Product line, and Region, and then format the gauge chart to enhance its visual
appeal.
Create a combination chart (Clustered Bar and Clustered Line) with Revenue,
Product line, and Retailer type with Region as a peer. Format and enhance the
visual appeal of the chart.
Create a crosstab with Gross margin, Product line, and Year with Region as a
peer.
For more information about where to work and the workshop results, refer to the
Tasks and Results section that follows. If you need more information to complete a
task, refer to earlier demos for detailed steps.

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Workshop 1: Tasks and Results


Task 1. Add charts and a crosstab to a blank report template.
Toolbar: Open a new Blank template without saving any previous reports.
Toolbox tab: Drag a Chart object to the work area.
Insert Chart dialog box: Change the query name to Gauge Query.
From the left pane, click Gauge.
Click OK to accept the default gauge chart (Gauge Chart with Bevelled
Border).
Toolbox tab: Drag a second Chart object to the work area, to the right of the
gauge chart.
Insert Chart dialog box: Change the query name to Combination Query.
From the left pane, click Combination.
Click OK to accept the default combination chart (Clustered Bar and
Clustered Line).
Toolbox tab: Drag a Crosstab to the work area below the two charts.
Object and Query Name dialog box: Change the query name to Crosstab
Query.
Click OK.

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Task 2. Add data to the reporting objects.


Source tab: Navigate to Sales and Marketing (query)/Sales (query), and then
add the following query items to the gage chart:
Default measure drop zone:
Sales fact: Gross profit
Categories (gauges) drop zone:
Retailers: Region.
Gauge Axes drop zone:
Products: Product line
Source tab: Navigate to Sales and Marketing (query)/Sales (query), and then
add the following query items to the combination chart:
Default measure (y-axis) drop zone:
Sales fact: Revenue
Category (x-axis) drop zone:
Products: Product line
Series (primary axis) drop zone:
Retailers: Retailer type
Source tab: Navigate to Sales and Marketing (query)/Sales (query), and then
add the following query items to the crosstab:
Rows area:
Products: Product line
Columns area:
Time: Year
Retailers: Region to the right (peer) of Year
Measures area:
Gross margin

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Work area: Click the combination chart background.


Properties pane: Under General, double-click Combinations.
Combinations dialog box: Under Combinations, click Clustered Line, and
then click Delete.
Under Numeric axes, select the Secondary Axis check box.
Click Edit.
Combination Element dialog box: Under Combination Type, click Line, and
then click OK.
Combinations dialog box: Click OK.
From the Source tab, under Retailers query subject, drag Region to the Series
(secondary axis) drop zone of the combination chart.
In the crosstab, click <#Year#>, and then sort Descending.
The results appear as follows:

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Task 3. Enhance the visual appeal of the charts.


Work area: Click the gauge chart background, and then Ctrl+click the
combination chart background to select them.
Properties pane: Under Color & Background, double-click Background
Effects.
Background Effects: Select the Border check box.
Click Black from the Color list.
In the Corner radius box, type 10.
Select the Fill check box.
Click Color, and then click the Color Swatch tab.
Click on #CCFFFF (10th row, last column), and then click OK.
In the Position box, type 45.
Click New.
Click Color, and then click the Color Swatch tab.
Click on #CCCCCC (10th row, 11th column), and then click OK.
In the Position box, type 100.
In the Angle box, type 90.
Select the Drop Shadow check box, and then click OK.
Toolbar: Click Run Report, verify the results, and then close
IBM Cognos Viewer.
The results appear as follows:

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Task 4. Format the combination chart.


Work area: In the combination chart, click the Series (primary axis) bar icon.
Properties pane: Under Color & Background, double-click Palette.
Palette dialog box: Click Chart Palette Presets.
Click the Contemporary style palette, and then click OK.
Work area: In the combination chart, click the Series (Secondary Axis) line
icon.
Properties pane: Under Color & Background, double-click Palette.
Palette dialog box: Click Chart Palette Presets.
Click the Contemporary style palette, and then click OK.
Work area: Click the combination chart background.
Properties pane: Under Positioning, double-click Size & Overflow.
Size & Overflow dialog box: In the Width box type 550, in the Height box,
type 300, and then click OK.
Properties pane: Under Chart Titles, click Title, and then in the list, click
Show.
Combination chart: Expand Axis titles, and then click Default Category Axis
Title.
Properties pane: under General, click the Default Title property, and then in
the list, click No.
Work area: Double-click the combination chart title text.
Text dialog box: Type Product Lines: Revenue by Retailer Type and
Region, and then click OK.
Properties pane: Click Select Ancestor, click Chart Title.
Toolbar: Click Arial, 12 pt., Bold.

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Task 5. Format the gauge chart.


Work area: Click the background of the gauge chart.
Properties pane: Under Positioning, double-click the Size & Overflow
property, in the Width box type 550, and in the Height box type 300 and then
click OK.
Work area: In the gauge chart, expand Axis titles, and then click Default
Matrix Columns Axis Title.
Properties pane, under General, click Default Title, and then in the list click
No.
Work area: In the gauge chart, click the Gauge Axes icon for <#Product
line#>.
Properties pane: Under General, double-click Axis Angles.
Axes Angles dialog box: In the Start angle box, type 320.
In the End Angle box, type 220.
In the Axis direction list, click Counterclockwise, and then click OK.
Properties pane: Under Color & Background, double-click Gauge Axis
Colors.
Gauge Axis Colors: Click the center color (yellow).
In the Position box, type 50, and then click OK.
Work area: Click the gauge chart background.
Properties pane: Under Chart Titles, click the Title property, and then click
Show.
Work area: In the gauge chart, double-click the chart title text.
Text dialog box: Type Gross Profit for Product Lines by Region, and then
click OK.

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Properties pane: Click the Select Ancestor button, and then click Chart Title.
Toolbar: Click Arial, 12 pt, Bold.
Click Run Report.
The results appear as follows:

Close IBM Cognos Viewer.


Close Report Studio without saving changes.
Close the Web browser.

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6

Focus Reports Using Prompts

IBM Cognos BI

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FOCUS REPORTS USING PROMPTS

Objectives
At the end of this module, you should be able to:
identify various prompt types
use parameters and prompts to focus data
search for prompt types
navigate between pages

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Examine Parameters and Prompts


Prompts ask the user to provide the value for the
parameter that will filter the report on specific data
values.

2015 IBM Corporation

There are three ways to prompt for report specifications:


create a parameter for an item on the report
add a prompt page to the report containing one or more prompt items
add a prompt item to a report
Parameters are placeholders that require a value to determine what data to report on.
Prompts function as dynamic filters.
Parameters are based on parameterized filters. The filter consists of a query item and
operator. The operator you choose will determine some of the default properties of the
prompt. For example, if you choose the = operator the user will only be able to select a
single option from the prompt (Multi-Select - No). If you choose the in operator, the
user will be able to select multiple options from the prompt.
A prompt is nothing more than a dynamic (parameterized) filter.

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Create a Parameter Item on the Report


Use a parameterized filter to create a prompt.

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Report Studio can automatically generate prompted reports based on parameters you
create. When you run the report, Report Studio can generate a prompt page for each
parameter not associated to an existing prompt page depending on whether the prompt
run option is selected or not.
If you create a parameter for an item on a report, when you run the report you will be
prompted to specify a value for that item. The report displays the information
according to the value given in the prompt. The prompt is created automatically and
must be answered in order to view the report.

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Build a Prompt Page


List Report

Text Box
Value
Prompt
Prompt

Date
Prompt

2015 IBM Corporation

You can create a prompt page to control how prompt appear in the report. A prompt
page can be generated by highlighting rows or columns and clicking on the Build
Prompt Page button from the toolbar.
Select one or more items in your report and then click the Build Prompt Page button.
Prompts for each item appear in the work area.
You can also create a blank prompt page by adding a new page to the Prompt Pages
section in Page Explorer. Once on the new prompt page, you can drag prompt items
onto the work area.
A date item will automatically generate a Calendar prompt, a number item generates a
Text Box prompt, and a value item will generate a Value prompt.
.

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Add a Prompt Item to a Report


When a prompt item is dragged onto a report a
prompt wizard walks the report author through the
prompt building process.
Value Prompt

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A prompt item can be added directly to a report. When added, a Prompt Wizard dialog
box appears and steps you through building the prompt. Prompt customization is done
at this time.
The wizard will add a prompt control and a parameterized filter to the report.
1. Create a parameter.
2. Add a filter to the data container with the parameter.
3. Creating a query for the prompt.
4. Add the query and the parameter to the prompt
If you add a prompt directly onto a report page, you will either need to set the prompt
to automatically submit the selection, or add a Finish prompt button to the report so
that the report will regenerate using the new criteria.

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Demo 1

Create a Prompt by Adding a Parameter

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Demo 1: Create a Prompt by Adding a Parameter

Purpose:
You have been asked to provide a report showing product sales by
date to determine the revenue generated by each individual order.
Because the report contains detailed information, you want to be
able to filter the report to show only orders made after a specified
date. You will create a parameter to prompt a user for a date and the
report will return all dates greater than the one specified.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)

Task 1. Create the list.


1. Open a new List template without saving any previous report.
2. From the Source tab, add the following query items to the new list report
object:
Sales order: Order number
Time: Date
Products: Product
Sales fact: Revenue

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3. Click the <Date> list column body, on the toolbar click Sort, and then click
Ascending.
4. On the toolbar, click Run Report.
A section of the results appear as follows:

The earliest date is Jan 12, 2010.


5. Click Bottom to see the last page of the report.
The last date is Jul 20, 2013.
6. Close IBM Cognos Viewer.
Task 2. Add a date parameter and run the report.
1. On the toolbar, clicks Filters, Edit Filters, and then click Add.
2. Click Advanced, and then click on OK.
3. Create and validate the following expression :
[Date]>?Date?
Hint:
drag Date from the Data Items tab
validate for 2013-Jan-1
The report will only retrieve data where the order date is greater than the date
specified by the user.

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4. Click OK to close the Detail Filter Expression dialog box, and then click OK
to close the Filters dialog box.
5. On the toolbar, click Run Report.
You are prompted to select a date and time.
6. Select 2013-Jan-1, accept the default time, and then click OK.
A section of the results appear as follows:

7. Click Bottom to see the last page of the report.


The report displays results from Jan 8, 2013 to Jul 20, 2013.
8. Close IBM Cognos Viewer.
9. Leave Report Studio open for the next demo.
Results:
You created a parameter to prompt a user for a date, and when the
list report ran, it returned information based on the response to the
prompt.

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Identify Prompt Type


Choose the appropriate prompt type and style for
your reporting requirements.

Text Box Prompt Time Prompt


Value Prompt Interval Prompt
Select & Search Prompt Tree Prompt
Date & Time Prompt Generated Prompt
Date Prompt Prompt Button

2015 IBM Corporation

If you add prompt items to a report or prompt page, you can choose from the different
types of prompts available in the Toolbox tab according to your needs. If you select
items on a report and then create a prompt page, Report Studio will choose an
appropriate prompt type for you.
Similarly, a generated prompt acts as a placeholder in the work area, but when the
report is run, Report Studio selects the appropriate prompt type for that report.
If there are a large number of choices available (such as sales rep name), then Select &
Search is a good option. This saves time in scrolling to look for the desired option. If
the exact name or spelling of an item is unknown, then avoid using the Text Box
prompt as the value must be typed in exactly as it appears in the report.
Interval prompts are valuable for reporting on very specific time frames as they let you
choose lowest to highest time intervals in days, hours, and minutes.

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Demo 2

Add a Value Prompt to a Report

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Demo 2: Add a Value Prompt to a Report

Purpose:
You will create a report to help reduce production costs. Because
you have many products, you will add a prompt so that users can
view products within a specified product line without closing and
running the report.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list and add a product line prompt to the
report page.
1. Open a new List template without saving the previous report.
2. From the Source tab, add the following query items to the new list report
object:
Products: Product line, Product type, Product
Sales fact: Unit cost
Gross margin (calculated fact under Sales (query))

3. Click Product line, Ctrl+click Product type, and then click


Group / Ungroup on the toolbar.

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4. From the Toolbox tab, drag a Value Prompt onto the work area to the left of
the list.
You want the prompt to filter on product line code to make the query more
efficient. However, the prompt will display product line names, not codes, to
make selections easier.
5. In the Prompt Wizard - Value Prompt dialog box, change the parameter
name to ProductLineCode, and then click Next.
6. On the Create Filter page, ensure that Create a parameterized filter is
selected, and then beside Package item, click the ellipsis.
7. Expand the Sales and Marketing (query) folder, Sales (query) namespace,
Products folder, and then Codes folder.
8. Click Product line code, and then click OK.
Product line code is used because it is an indexed field. Querying on an indexed
field is much faster and more efficient.
9. Select Make the filter optional, and then click Next.
10. Next to Values to display, click the ellipsis.
11. Expand the Sales and Marketing (query) folder, expand the Sales (query)
namespace, and then expand Products.
12. Click Product line, click OK, and then click Finish.
The results appear as follows:

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Task 2. Add a prompt button and set the properties for the
value prompt
1. From the Toolbox tab, drag a Prompt Button onto the work area to the right
of the value prompt.
2. Click the Prompt Button, in the Properties pane, under General, click Type,
and then click Finish.
3. On the toolbar, click Run Report.
The report opens in the browser, displaying data for all product lines. The
report ran because the parameterized filter was defined as optional.
4. From the Product line prompt list, click Golf Equipment, and then click
Finish.
Only Golf Equipment product line information is displayed.
5. Close IBM Cognos Viewer.
6. Click the Finish prompt button, and then press Delete.
7. Click the Value Prompt, in the Properties pane, under General, click Auto-
Submit, and then change the property to Yes.
Task 3. Customize the prompt.
You want to customize the prompt header to provide instructions on how to
use the prompt.
1. With the value prompt selected, in the Properties pane, in the Prompt Text
property, click Header Text, and then click the ellipsis.
2. Select the Specified text radio button, and then click the ellipsis to the right of
the text box.
To control the usage of your prompt between required or optional, make the
change directly on your filter through your filters Usage property instead of
changing this setting on your prompt. The filters Usage property overrides the
prompts Required property.

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3. Type the following in the Default text box:


Select the Desired Product line Results:
The results appear as follows:

You can add information here as well for localization.


4. Click OK to close the Localized Text dialog box, and then OK to close the
Header Text dialog box.
You want to have the value prompt separate from the list. You will add a space
between the prompt and the list by increasing the top margin of the list.
5. Click the list Container selector to select the entire list.
6. From the Properties pane, under Box, double-click the Margin property.
7. Type 20 in the top margin cell and click OK.

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Task 4. Run the report.


1. On the toolbar, click Run Report.
The report opens in the browser displaying data for all product lines. The report
ran because the parameterized filter was defined as optional.
2. In the list, click Golf Equipment.
A section of the results appear as follows:

With the Auto-Submit property set to Yes, you can use the Product line list to
select which Product line data you want to display without having to click an
additional button to submit your selection.
3. Close IBM Cognos Viewer.
4. From the File menu, click Save As, navigate to My Folders and then save the
report as Mod 6-Filters.
5. Leave the Report Studio report open as it will be used for the next demo.
Results:
You created a report to show cost and gross margin for each
product. You added a prompt so that users can view product data
within a specified product line.

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Add Pages to a Report

Add a cover page to a


report

Add a prompt page to a


report

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Enhance your report by adding multiple report and prompt pages.


By accessing Page Explorer from the Explorer bar, you can navigate between report
pages and prompt pages. You can also add or delete report pages and prompt pages by
clicking the Report Pages link or the Prompt Pages link.

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Demo 3
Add a Select & Search Prompt to a Report

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Demo 3: Add a Select & Search Prompt to a Report

Purpose:
You want to change your current report to allow users to select
multiple products to show in the report. To do this you must delete
the current value prompt and replace it with the Select & Search
prompt.
Note: Demo 2 needs to be completed before starting demo 3. The report saved in
demo 2, Mod 6-Filters, is used as a starting point for this demo.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Run the report.
1. With the report from the previous demo still open (My Folders\Mod 6-
Filters), click Run Report from the toolbar.

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2. In the Product line list, select Camping Equipment.


A section of the results appear as follows:

The report includes information on only one product line. You will now change
the prompt to let users search and select one or more product names.
3. Close IBM Cognos Viewer.

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Task 2. Add a Select & Search prompt on a prompt page.


1. In the report layout, click the Value prompt and delete it.
2. Click Filters, click Edit Filters.
Notice that the prompt filter remained even when the Value prompt was
deleted.
3. Select the filter and delete it, and then click OK.

4. On the Explorer bar, point to Page Explorer , and then click Prompt
Pages.
5. From the Toolbox tab, drag a Page object to the Prompt Pages pane.
6. Double-click Prompt Page1, and then from the Toolbox tab, drag a Select &
Search Prompt object onto the prompt page.
7. In the Choose Parameter dialog box, change the parameter name to
productnames, and then click Next.
8. In the Create Filter page, ensure that Create a parameterized filter is
selected, and then beside Package item, click the ellipsis.
9. Expand the Sales and Marketing (query) folder, Sales (query) namespace,
Products folder, click Product, and then click OK.
10. Select Make the filter optional checkbox, in the Operator list, select in, click
Next, and then click Finish.
The report appears with the Select & Search prompt on the prompt page.
You use the 'in' operator to allow for multiple selections. If you used the '='
operator, the prompt would allow for only a single selection.
11. From the Toolbox tab, drag a Block to the left of the prompt.
12. From the Toolbox tab, drag a Text Item onto the block, type Choose a
Product Name:, click OK, and then set the text to 14 pt, Bold.

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Task 3. Run the report.


1. On the toolbar, click Run Report, and then click Finish
You can navigate to view product data on other pages. The report ran because
you made the prompt optional. The name of the product you want to search
for contains the keyword "Firefly".
2. Click the Run Report button in the upper right corner to rerun the report
3. In the Keywords text box, type Firefly, and then click Options.
A list of search options appears that you can use to refine your search.
4. Click on the radio button Contains any of these keywords to select it, and
then click Search.
All product lines with "Firefly" in the name appear in the Results box at the
bottom of the report.
5. In the Results box, click Select all and then click Insert.
Notice that you can select more than one value. This indicates that the prompt
allows multiple selections. This is the default behavior for a Select & Search
prompt.
6. Repeat steps 2 to 4 for the keyword EverGlow, insert EverGlow Butane, and
then EverGlow Kerosene.

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7. Click Finish.
The results appear as follows:

The report runs and is filtered to display only the data associated with the
products that you selected based on your search.
8. Close IBM Cognos Viewer.
9. Leave Report Studio open for the next demo.
Results:
You removed the existing value prompt and filter and updated the
existing report with a Select & Search prompt. This allowed users to
search for and select from, a list of product names based on
keyword options.

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Create a Cascading Prompt


Use values from a previous prompt to filter the values
in the current prompt or picklist.

Product line

Product type

Product name

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In the slide example, the selection that the user makes for Product line determines what
is populated in the Product type prompt. The selection made for Product type
determines what is populated in the Product name prompt.
When you create a series of prompts that have a hierarchical relationship, you can
define them as cascading, so that a prompt selection is determined by the choice of the
user in the previous prompt.

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Demo 4
Create a Cascading Prompt

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Demo 4: Create a Cascading Prompt

Purpose:
Executives need a report that lets them analyze product returns.
They want a report that enables them to focus on specific product
lines and product types within those product lines for all order
methods. This report will be delivered to the shareholders during
their monthly meeting, so the executives would like a cover page to
add a more official look.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public Folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query); Returned items (query)
Task 1. Create a list report with title, and then create a
prompt page with a cascading prompt.
1. Open a new List template without saving the previous report.
2. Add the following query items to the list report object:
Sales (query)\Products: Product line and Product type
Sales (query)\ Order method: Order method type
Returned items (query)\Returned items fact: Return quantity

Returned quantity works in this query because the Returned Items (query) query
subject has the same query items as the Sales (query) query subject. Returned
quantity is a conformed value. This subject is further explored in the IBM
Cognos Report Studio: Author Professional Reports Advanced (v10.2.2)
course.

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3. Ctrl-click <Product line> and <Product type>, and then on the toolbar, click
Group / Ungroup.
4. Click <Return quantity>, on the toolbar click Summarize, and then click
Total.
5. Double-click the text in the header block.
6. In the text box, type in the following title: Product type by Product line for
all Order Methods.
7. Click OK.
8. Click the header block to the left of the text.
9. On the toolbar, click Left.
10. In the work area, click <Product line>, and then Ctrl-click <Product type>,
and <Order method type>.

11. On the toolbar, click Build Prompt Page .


Task 2. Set behavior patterns for prompts.
1. In the work area, click the Product type value prompt.
2. In the Properties pane, under General, double-click Cascade Source, from
the list, click Product line, and then click OK.
3. In the Properties pane, under General, ensure that Multi-Select is set to Yes,
and that Auto-Submit is set to No.
The Product types available to choose from will depend on the Product line
selected when the prompt is run.
4. In the work area, click the Product line value prompt.
5. In the Properties pane, under General, in the Multi-Select list, click No.
6. Under General, in the Auto-Submit list, click Yes.
The user can only select one product line, and the selection will be submitted
automatically.
7. In the work area, click the Order method type value prompt.
8. In the Properties pane, under General, in the Multi-Select list, click No.
The user can select multiple product types, but the selection will not submit
automatically. Once all of the selections for the prompts are complete, the user
must submit the request by clicking Finish.

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Task 3. Create a static value to select all order method type


values.
1. With the Order method type value prompt still selected, under Data, double-
click Static Choices, and then click Add.
2. Type ALL for both the Use and Display values, click OK to close the dialog
box, and then click OK to close the Static Choices dialog box.
The value entered for static choices is case sensitive and should be entered the
exact same way in your filter expression.
You now need to specify what values to return when ALL is selected in the
Order method prompt.
3. Point to Page Explorer, and then under Report Pages, click Page1.
4. Click anywhere in the list, click Filters, and then click Edit Filters.
5. Click the Order method filter, and then click Edit.
6. Replace and validate the existing expression with the following :
if (?Order method type?='ALL') then ([Order method type]=[Order
method type]) else([Sales (query)].[Order method].[Order method type]
= ?Order method type?)
Hint:
Drag Order method type from the Data Items tab. It is important that the
Parameter name matches the Query Item name for the cascade to work.
7. Choose any options for the prompts and then click OK to close the validation
box.
8. Click OK to close the Expression dialog box, and then click OK to close the
Filters dialog box.

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Task 4. Create a cover page.


1. On the Explorer bar, point to Page Explorer, and then click Report Pages.
2. From the Toolbox tab, drag a Page to the Report Pages section above
Page1.
3. In the Properties pane, under Miscellaneous, in the Name box, type
CoverPage, and then press Enter.
4. Double-click CoverPage to open it.
5. From the Toolbox tab, drag a Table onto the work area with 2 columns and 1
row, and then click OK.
6. Click the Container selector in the upper left cell to select the entire table.
7. On the toolbar, click Center.
8. Click anywhere on the page below the table, and then, on the toolbar, click
Middle.
9. Drag a Text Item into the left table cell.
10. In the Text dialog box, type GO Data Warehouse - Revenue Generated and
then click OK.
11. Click the text item, and then change the font to Arial Black, 16 pt.
12. From Toolbox tab, drag an Image into the right table cell.
13. Click the image to select it, in the Properties pane, double-click the URL
property, and then click Browse.
14. Click cover2.jpg, and then click OK to close the Image dialog box, and the
click OK to close the Image browse dialog box.
15. In the Properties pane, under Positioning, double-click the Size & Overflow
property.
16. Set the Width to 150 pixels, the Height to 75 pixels, and then click OK.

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Task 5. Run the report and view details for specific products.
1. On the toolbar, click Run Report.
A section of the results appear as follows:

The Prompt Page appears prompting for a Product line. The star icon indicates
that this selection is mandatory.
2. In the Product line prompt, click Camping Equipment.
The results for the Product type prompt appear as follows:

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FOCUS REPORTS USING PROMPTS

3. Under Product type, click Lanterns and then Ctrl-click Tents.


The results for the Order method type prompt appear as follows:

4. In the Order method type prompt, click ALL, and then click Finish.
The report cover page appears.
5. Click Page down.
The results appear as follows:

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6. Close IBM Cognos Viewer.


7. Leave Report Studio open for the workshop.
Results:
You created a report that lets you analyze product returns. The
report enabled users to focus on specific product lines and product
types within those product lines. In particular, you focused on tent
and lantern returns for all order methods. You gave the report a
cover page for a more professional look.

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Summary
At the end of this module, you should be able to:
identify various prompt types
use parameters and prompts to focus data
search for prompt types
navigate between pages

2015 IBM Corporation

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Workshop 1
Focus a Report Using Value Prompts

2015 IBM Corporation

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Workshop 1: Focus a Report Using Value Prompts


Company executives have asked you to create a report that shows revenue data by
product line where they can choose the region(s) and the year that they want the report
to include. They would like the prompts to show up on a separate prompt page.
To accomplish this:
Open a Combination chart (Clustered Bar and Clustered Line) template with the
GO Data Warehouse (query) package.
Add the following query items:
Default measure (y-axis):
Sales fact: Revenue
Categories (x-axis):
Products: Product line
Series (primary axis) - Bar Chart Type:
Retailers: Region
Series (primary axis) - Line Chart Type:
Time: Year
Create a prompt page with two value prompts:
Branch region
Year
Create a cover page.
Add a table with 2 columns and one row
Add a title and company logo to the cover page.

For more information about where to work and the workshop results, refer to the
Tasks and Results section that follows. If you need more information to complete a
task, refer to earlier demos for detailed steps.

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Workshop 1: Tasks and Results


Task 1. Create a chart, then create a prompt page and add
the Region prompt.
Toolbar: Open a new Combination chart (Clustered Bar and Clustered Line)
template without saving the previous report.
Source tab: Add Sales fact: Revenue to the Default measure (y-axis).
Add Products: Product line to the Categories (x-axis).
Add Employee by region: Branch Region to the Series (primary axis) - Bar
Chart Type.
Add Time: Year to the Series (primary axis) - Line Chart Type.
The results appear as follows:

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Explorer bar: Navigate to Prompt Pages.


Toolbox tab: Create a new page.
Prompt Pages work area: Open Prompt Page1.
Toolbox tab: Add a Value Prompt object to the prompt page.
Prompt Wizard - Value Prompt dialog box: Create the multi-select parameter
based on Branch region named RegionPrompt.
Toolbox tab: Add a Text Item to the left of the value prompt.
Text box: Type Choose Region(s):.
Toolbar: Set text to 14pt.
The results appear as follows:

Task 2. Add a Year prompt.


Toolbox tab: Drag a Block to the right of the RegionPrompt prompt.
Add a Value Prompt object into the block.
Prompt Wizard - Value Prompt dialog box: Create the single-select parameter
based on Year named YearPrompt.
Click Next, click Next again, and then click Finish.

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Toolbox tab: Add a Block to the left of the YearPrompt prompt.


Add a Text Item into the block, type Choose Year: and then click OK.
Toolbar: Set text to 14 pt.
Properties pane: Under General, set the Select UI property for the
YearPrompt to Radio button group.
The results appear as follows:

Task 3. Create a cover page (Optional).


As an additional challenge, create a cover page to give your report a finished
look.
Explorer bar: Navigate to Report Pages.
Toolbox tab: Add a page to the Report Pages work area.
Properties page: Name the new page CoverPage.
Report Pages work area: Open CoverPage.
Toolbox tab: Add a 2 column by 1 row Table to the work area.
Toolbar: Center the table.
Set the page to Middle.

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FOCUS REPORTS USING PROMPTS

Task 4. Add a text item and image to the cover page


(Optional).
This task will add a title and image to the cover page created in Task 3.
Toolbox tab: Add a Text Item into the left table cell.
Text box: Type GO Data Warehouse - Revenue Generated.
Toolbar: Set text to Arial Black and 16 pt.
Toolbox tab: Add an Image into the right table cell.
Image: Use the cover1.jpg image.
The results appear as follows:

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Task 5. Run the report.


Toolbar: Run the report.
RegionPrompt: Select Americas and Asia Pacific.
YearPrompt: Select 2011.
Cover Page: Go to the next page.
The results appear as follows:

Close IBM Cognos Viewer


Close Report Studio.
You have created a report that shows revenue data by product line
where users can choose the region(s) and the year that they want
the report to include. You have put the prompts on a separate
prompt page and created a cover page.

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